Corient Private Wealth
ELV icon

Corient Private Wealth’s Elevance Health ELV Stock Holding History

Corient Private Wealth’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 		$16M Sell
41,278
-28,940
-41% -$10.7M 0.02% 493
2026
Q1 		$20.5M Buy
70,218
+2,957
+4% +$972K 0.03% 398
2025
Q4 		$23.6M Buy
67,261
+7,315
+12% +$2.47M 0.03% 374
2025
Q3 		$19.4M Sell
59,946
-12,208
-17% -$3.8M 0.03% 394
2025
Q2 		$28.1M Sell
72,154
-3,280
-4% -$1.32M 0.04% 331
2025
Q1 		$32.8M Buy
75,434
+3,932
+5% +$1.58M 0.05% 298
2024
Q4 		$26.4M Sell
71,502
-9,935
-12% -$4.16M 0.04% 339
2024
Q3 		$42.3M Sell
81,437
-1,812
-2% -$968K 0.07% 268
2024
Q2 		$45.1M Buy
83,249
+3,605
+5% +$1.91M 0.08% 239
2024
Q1 		$41.3M Sell
79,644
-280
-0.4% -$139K 0.07% 257
2023
Q4 		$37.7M Sell
79,924
-111
-0.1% -$51.3K 0.07% 268
2023
Q3 		$34.9M Buy
80,035
+173
+0.2% +$78.5K 0.08% 256
2023
Q2 		$35.5M Sell
79,862
-4,520
-5% -$2.09M 0.08% 244
2023
Q1 		$38.8M Buy
84,382
+3,458
+4% +$1.65M 0.1% 192
2022
Q4 		$41.5M Buy
+80,924
New +$41.1M 0.15% 156

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

Corient Private Wealth's ELV Position: Q2 2026 in Review

Corient Private Wealth reduced its Elevance Health (ELV) stake by 41% in Q2 2026, selling an estimated $10.7M and leaving 41,278 shares worth $16M. The position accounts for 0.02% of the portfolio, ranked #493.

Corient Private Wealth first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. The position peaked at $45.1M in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Corient Private Wealth held 41,278 shares of Elevance Health worth $16M as of Q2 2026.
  • Corient Private Wealth sold 28,940 Elevance Health shares in Q2 2026, an estimated $10.7M.
  • Elevance Health made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #493 holding.
  • Corient Private Wealth first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Elevance Health position peaked at $45.1M in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.