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Choate Investment Advisors’s Elevance Health ELV Stock Holding History

Choate Investment Advisors’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 		$288K Sell
744
-38
-5% -$14.1K 0.01% 403
2026
Q1 		$229K Buy
782
+19
+2% +$6.25K ﹤0.01% 409
2025
Q4 		$267K Buy
763
+37
+5% +$12.5K 0.01% 387
2025
Q3 		$235K Sell
726
-52
-7% -$16.2K ﹤0.01% 380
2025
Q2 		$303K Buy
778
+14
+2% +$5.63K 0.01% 341
2025
Q1 		$332K Buy
764
+11
+1% +$4.42K 0.01% 314
2024
Q4 		$278K Sell
753
-291
-28% -$122K 0.01% 343
2024
Q3 		$543K Buy
1,044
+341
+49% +$182K 0.01% 257
2024
Q2 		$381K Buy
703
+2
+0.3% +$1.06K 0.01% 280
2024
Q1 		$363K Sell
701
-8
-1% -$3.98K 0.01% 306
2023
Q4 		$334K Buy
709
+8
+1% +$3.7K 0.01% 294
2023
Q3 		$305K Buy
+701
New +$318K 0.01% 292

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

Choate Investment Advisors's ELV Position: Q2 2026 in Review

Choate Investment Advisors reduced its Elevance Health (ELV) stake by 4.9% in Q2 2026, selling an estimated $14.1K and leaving 744 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #403.

Choate Investment Advisors first reported a position in ELV in Q3 2023 and has held it in 12 quarters since. The position peaked at $543K in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Choate Investment Advisors held 744 shares of Elevance Health worth $288K as of Q2 2026.
  • Choate Investment Advisors sold 38 Elevance Health shares in Q2 2026, an estimated $14.1K.
  • Elevance Health made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #403 holding.
  • Choate Investment Advisors first reported a position in Elevance Health in Q3 2023 and has held it in 12 quarters since.
  • Choate Investment Advisors's Elevance Health position peaked at $543K in Q3 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.