Crewe Advisors’s Elevance Health ELV Stock Holding History

Crewe 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	$12.8K	Buy	33 +3	+10%	+$1.11K	﹤0.01%	700
2026 Q1	$8.78K	Buy	30 +6	+25%	+$1.97K	﹤0.01%	672
2025 Q4	$8.41K	Buy	24 +2	+9%	+$676	﹤0.01%	653
2025 Q3	$7.11K	Hold	22	–	–	﹤0.01%	686
2025 Q2	$8.56K	Sell	22 -3	-12%	-$1.21K	﹤0.01%	477
2025 Q1	$10.9K	Buy	25 +3	+14%	+$1.2K	﹤0.01%	421
2024 Q4	$8.12K	Sell	22 -13	-37%	-$5.44K	﹤0.01%	444
2024 Q3	$18.2K	Hold	35	–	–	﹤0.01%	415
2024 Q2	$19K	Sell	35 -43	-55%	-$22.7K	﹤0.01%	561
2024 Q1	$40.4K	Buy	+78	New	+$38.8K	﹤0.01%	392
2023 Q3	–	Sell	-3	Closed	-$1.33K	–	686
2023 Q2	$1.33K	Sell	3 -28	-90%	-$12.9K	﹤0.01%	558
2023 Q1	$14.3K	Sell	31 -17	-35%	-$8.09K	﹤0.01%	491
2022 Q4	$24.6K	Sell	48 -47	-49%	-$23.9K	﹤0.01%	384
2022 Q3	$43K	Buy	95 +20	+27%	+$9.57K	0.01%	331
2022 Q2	$36K	Buy	+75	New	+$37.1K	0.01%	333
2021 Q3	–	Sell	-34	Closed	-$13K	–	415
2021 Q2	$13K	Hold	34	–	–	﹤0.01%	254
2021 Q1	$12K	Hold	34	–	–	﹤0.01%	262
2020 Q4	$11K	Sell	34 -17	-33%	-$5.22K	﹤0.01%	246
2020 Q3	$14K	Buy	+51	New	+$13.7K	0.01%	211

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

Crewe Advisors's ELV Position: Q2 2026 in Review

Crewe Advisors increased its Elevance Health (ELV) stake by 10% in Q2 2026, buying an estimated $1.11K and bringing the position to 33 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Crewe Advisors first reported a position in ELV in Q3 2020 and has held it in 19 quarters since. The position peaked at $43K in Q3 2022. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Crewe Advisors held 33 shares of Elevance Health worth $12.8K as of Q2 2026.
Crewe Advisors bought 3 Elevance Health shares in Q2 2026, an estimated $1.11K.
Elevance Health made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #700 holding.
Crewe Advisors first reported a position in Elevance Health in Q3 2020 and has held it in 19 quarters since.
Crewe Advisors's Elevance Health position peaked at $43K in Q3 2022.
1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.