Cornerstone Advisors’s Elevance Health ELV Stock Holding History

Cornerstone 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	$13.4M	Sell	34,721 -6,372	-16%	-$2.36M	0.44%	66
2026 Q1	$12M	Buy	41,093 +14,493	+54%	+$4.76M	0.44%	73
2025 Q4	$9.32M	Hold	26,600	–	–	0.31%	96
2025 Q3	$8.59M	Sell	26,600 -400	-1%	-$124K	0.28%	88
2025 Q2	$10.5M	Buy	27,000 +15,100	+127%	+$6.07M	0.36%	77
2025 Q1	$5.18M	Hold	11,900	–	–	0.22%	108
2024 Q4	$4.39M	Hold	11,900	–	–	0.18%	121
2024 Q3	$6.19M	Hold	11,900	–	–	0.24%	99
2024 Q2	$6.45M	Sell	11,900 -100	-0.8%	-$52.9K	0.26%	97
2024 Q1	$6.22M	Buy	12,000 +200	+2%	+$99.5K	0.26%	104
2023 Q4	$5.56M	Sell	11,800 -3,500	-23%	-$1.62M	0.24%	108
2023 Q3	$6.66M	Sell	15,300 -7,700	-33%	-$3.49M	0.31%	82
2023 Q2	$10.2M	Sell	23,000 -8,000	-26%	-$3.69M	0.49%	51
2023 Q1	$14.3M	Hold	31,000	–	–	0.66%	44
2022 Q4	$15.9M	Hold	31,000	–	–	0.79%	37
2022 Q3	$14.1M	Buy	31,000 +3,000	+11%	+$1.44M	0.69%	40
2022 Q2	$13.5M	Buy	28,000 +8,000	+40%	+$3.96M	0.71%	43
2022 Q1	$9.82M	Hold	20,000	–	–	0.58%	47
2021 Q4	$9.27M	Hold	20,000	–	–	0.5%	57
2021 Q3	$7.46M	Hold	20,000	–	–	0.43%	68
2021 Q2	$7.64M	Buy	20,000 +4,000	+25%	+$1.53M	0.45%	66
2021 Q1	$5.74M	Buy	+16,000	New	+$5.15M	0.5%	51
2020 Q4	–	Sell	-19,000	Closed	-$5.1M	–	179
2020 Q3	$5.1M	Buy	+19,000	New	+$5.11M	0.46%	56
2020 Q1	–	Sell	-6,000	Closed	-$1.81M	–	191
2019 Q4	$1.81M	Buy	+6,000	New	+$1.65M	0.15%	142
2019 Q1	$6.6M	Hold	23,000	–	–	0.53%	53
2018 Q4	$6.04M	Hold	23,000	–	–	0.53%	51
2018 Q3	$6.3M	Buy	+23,000	New	+$5.97M	0.45%	59
2017 Q4	–	Sell	-11,000	Closed	-$2.09M	–	249
2017 Q3	$2.09M	Hold	11,000	–	–	0.24%	121
2017 Q2	$2.07M	Hold	11,000	–	–	0.38%	75
2017 Q1	$1.82M	Hold	11,000	–	–	0.33%	79
2016 Q4	$1.58M	Buy	11,000 +5,000	+83%	+$669K	0.29%	95
2016 Q3	$752K	Hold	6,000	–	–	0.19%	123
2016 Q2	$788K	Hold	6,000	–	–	0.2%	121
2016 Q1	$834K	Sell	6,000 -5,000	-45%	-$668K	0.2%	127
2015 Q4	$1.53M	Hold	11,000	–	–	0.36%	84
2015 Q3	$1.54M	Hold	11,000	–	–	0.36%	82
2015 Q2	$1.81M	Hold	11,000	–	–	0.4%	69
2015 Q1	$1.7M	Hold	11,000	–	–	0.35%	79
2014 Q4	$1.38M	Hold	11,000	–	–	0.28%	104
2014 Q3	$1.32M	Hold	11,000	–	–	0.26%	114
2014 Q2	$1.18M	Hold	11,000	–	–	0.24%	127
2014 Q1	$1.09M	Hold	11,000	–	–	0.26%	121
2013 Q4	$1.02M	Buy	11,000 +2,000	+22%	+$178K	0.25%	112
2013 Q3	$752K	Buy	9,000 +6,500	+260%	+$557K	0.25%	115
2013 Q2	$205K	Buy	+2,500	New	+$187K	0.08%	189

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Advisors's ELV Position: Q2 2026 in Review

Cornerstone Advisors reduced its Elevance Health (ELV) stake by 16% in Q2 2026, selling an estimated $2.36M and leaving 34,721 shares worth $13.4M. The position accounts for 0.44% of the portfolio, ranked #66.

Cornerstone Advisors first reported a position in ELV in Q2 2013 and has held it in 45 quarters since. The position peaked at $15.9M in Q4 2022. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Cornerstone Advisors held 34,721 shares of Elevance Health worth $13.4M as of Q2 2026.
Cornerstone Advisors sold 6,372 Elevance Health shares in Q2 2026, an estimated $2.36M.
Elevance Health made up 0.44% of Cornerstone Advisors's portfolio in Q2 2026, its #66 holding.
Cornerstone Advisors first reported a position in Elevance Health in Q2 2013 and has held it in 45 quarters since.
Cornerstone Advisors's Elevance Health position peaked at $15.9M in Q4 2022.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cornerstone Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.