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Custom Index Systems’s Elevance Health ELV Stock Holding History

Custom Index Systems’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 		$192K Buy
+496
New +$184K 0.07% 241
2025
Q2 		– Sell
-525
Closed -$228K – 254
2025
Q1 		$228K Sell
525
-76
-13% -$30.5K 0.12% 246
2024
Q4 		$222K Sell
601
-8
-1% -$3.35K 0.12% 222
2024
Q3 		$317K Sell
609
-719
-54% -$384K 0.17% 184
2024
Q2 		$720K Buy
1,328
+878
+195% +$464K 0.41% 51
2024
Q1 		$233K Buy
+450
New +$224K 0.13% 218

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

Custom Index Systems's ELV Position: Q2 2026 in Review

Custom Index Systems opened a new position in Elevance Health (ELV) in Q2 2026: 496 shares worth $192K. The stake represents 0.07% of the portfolio and ranks #241 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in ELV as recently as Q1 2025.

Custom Index Systems first reported a position in ELV in Q1 2024 and has held it in 6 quarters since. The position peaked at $720K in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Custom Index Systems held 496 shares of Elevance Health worth $192K as of Q2 2026.
  • Elevance Health was a new Custom Index Systems position in Q2 2026.
  • Elevance Health made up 0.07% of Custom Index Systems's portfolio in Q2 2026, its #241 holding.
  • Custom Index Systems first reported a position in Elevance Health in Q1 2024 and has held it in 6 quarters since.
  • Custom Index Systems's Elevance Health position peaked at $720K in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.