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Crestwood Advisors Group’s Elevance Health ELV Stock Holding History

Crestwood Advisors 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 		$926K Buy
2,395
+1,010
+73% +$375K 0.01% 332
2026
Q1 		$405K Sell
1,385
-56
-4% -$18.4K 0.01% 485
2025
Q4 		$505K Buy
1,441
+383
+36% +$129K 0.01% 387
2025
Q3 		$342K Sell
1,058
-32
-3% -$9.95K 0.01% 440
2025
Q2 		$424K Buy
1,090
+38
+4% +$15.3K 0.01% 376
2025
Q1 		$458K Buy
1,052
+383
+57% +$154K 0.01% 356
2024
Q4 		$247K Buy
669
+142
+27% +$59.4K ﹤0.01% 420
2024
Q3 		$274K Buy
+527
New +$282K 0.01% 382

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

Crestwood Advisors Group's ELV Position: Q2 2026 in Review

Crestwood Advisors Group increased its Elevance Health (ELV) stake by 73% in Q2 2026, buying an estimated $375K and bringing the position to 2,395 shares worth $926K. The position accounts for 0.01% of the portfolio, ranked #332.

Crestwood Advisors Group first reported a position in ELV in Q3 2024 and has held it in 8 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Crestwood Advisors Group held 2,395 shares of Elevance Health worth $926K as of Q2 2026.
  • Crestwood Advisors Group bought 1,010 Elevance Health shares in Q2 2026, an estimated $375K.
  • Elevance Health made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #332 holding.
  • Crestwood Advisors Group first reported a position in Elevance Health in Q3 2024 and has held it in 8 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.