CPIG
ELV icon

Chicago Partners Investment Group’s Elevance Health ELV Stock Holding History

Chicago Partners Investment Group’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$927K Buy
2,445
+607
+33% +$225K 0.02% 696
2026
Q1 		$603K Buy
1,838
+1,068
+139% +$351K 0.01% 779
2025
Q4 		$286K Sell
770
-77
-9% -$26K 0.01% 1066
2025
Q3 		$288K Sell
847
-31
-4% -$9.64K 0.01% 974
2025
Q2 		$260K Buy
878
+249
+40% +$100K 0.01% 915
2025
Q1 		$263K Buy
+629
New +$253K 0.01% 748
2024
Q4 		– Sell
-529
Closed -$220K – 854
2024
Q3 		$220K Buy
529
+19
+4% +$10.2K 0.01% 725
2024
Q2 		$273K Buy
510
+15
+3% +$7.93K 0.01% 616
2024
Q1 		$264K Buy
495
+4
+0.8% +$1.99K 0.01% 605
2023
Q4 		$233K Buy
491
+5
+1% +$2.31K 0.01% 605
2023
Q3 		$220K Buy
+486
New +$220K 0.01% 585
2019
Q1 		– Sell
-1,412
Closed -$356K – 325
2018
Q4 		$356K Sell
1,412
-800
-36% -$220K 0.05% 236
2018
Q3 		$583K Buy
2,212
+800
+57% +$208K 0.09% 170
2018
Q2 		$336K Buy
1,412
+492
+53% +$114K 0.05% 219
2018
Q1 		$202K Hold
920
– – 0.03% 249
2017
Q4 		$207K Sell
920
-37
-4% -$7.88K 0.03% 254
2017
Q3 		$182K Sell
957
-643
-40% -$122K 0.03% 262
2017
Q2 		$266K Buy
+1,600
New +$287K 0.07% 164
2015
Q1 		– Sell
-95
Closed -$12K – 499
2014
Q4 		$12K Buy
+95
New +$11.7K 0.01% 344

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chicago Partners Investment Group's ELV Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Elevance Health (ELV) stake by 33% in Q2 2026, buying an estimated $225K and bringing the position to 2,445 shares worth $927K. The position accounts for 0.02% of the portfolio, ranked #696.

Chicago Partners Investment Group first reported a position in ELV in Q4 2014 and has held it in 19 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Chicago Partners Investment Group held 2,445 shares of Elevance Health worth $927K as of Q2 2026.
  • Chicago Partners Investment Group bought 607 Elevance Health shares in Q2 2026, an estimated $225K.
  • Elevance Health made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #696 holding.
  • Chicago Partners Investment Group first reported a position in Elevance Health in Q4 2014 and has held it in 19 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.