CFO
ELV icon

CVA Family Office’s Elevance Health ELV Stock Holding History

CVA Family Office’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 		$279K Buy
722
+18
+3% +$6.67K 0.03% 284
2026
Q1 		$206K Buy
704
+86
+14% +$28.3K 0.02% 320
2025
Q4 		$217K Buy
618
+106
+21% +$35.8K 0.02% 281
2025
Q3 		$165K Sell
512
-109
-18% -$33.9K 0.02% 323
2025
Q2 		$242K Buy
621
+59
+10% +$23.7K 0.03% 261
2025
Q1 		$244K Buy
562
+122
+28% +$49K 0.04% 251
2024
Q4 		$162K Sell
440
-146
-25% -$61.1K 0.03% 301
2024
Q3 		$305K Sell
586
-16
-3% -$8.55K 0.05% 197
2024
Q2 		$326K Buy
602
+24
+4% +$12.7K 0.06% 181
2024
Q1 		$300K Buy
578
+1
+0.2% +$497 0.05% 192
2023
Q4 		$272K Buy
577
+20
+4% +$9.25K 0.05% 195
2023
Q3 		$243K Buy
557
+111
+25% +$50.3K 0.06% 192
2023
Q2 		$198K Sell
446
-73
-14% -$33.7K 0.04% 225
2023
Q1 		$239K Buy
519
+54
+12% +$25.7K 0.05% 195
2022
Q4 		$239K Buy
465
+10
+2% +$5.08K 0.06% 180
2022
Q3 		$207K Buy
455
+20
+5% +$9.57K 0.06% 170
2022
Q2 		$210K Sell
435
-75
-15% -$37.1K 0.06% 166
2022
Q1 		$251K Buy
510
+150
+42% +$68.6K 0.06% 155
2021
Q4 		$167K Buy
360
+285
+380% +$120K 0.04% 180
2021
Q3 		$20K Sell
75
-300
-80% -$114K 0.01% 257
2021
Q2 		$143K Buy
375
+90
+32% +$34.4K 0.04% 187
2021
Q1 		$102K Buy
285
+210
+280% +$67.5K 0.04% 176
2020
Q4 		$24K Hold
75
– – 0.01% 256
2020
Q3 		$20K Hold
75
– – 0.01% 257
2020
Q2 		$20K Hold
75
– – 0.02% 221
2020
Q1 		$17K Buy
+75
New +$20.4K 0.02% 208

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

CVA Family Office's ELV Position: Q2 2026 in Review

CVA Family Office increased its Elevance Health (ELV) stake by 2.6% in Q2 2026, buying an estimated $6.67K and bringing the position to 722 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #284.

CVA Family Office first reported a position in ELV in Q1 2020 and has held it in 26 quarters since. The position peaked at $326K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • CVA Family Office held 722 shares of Elevance Health worth $279K as of Q2 2026.
  • CVA Family Office bought 18 Elevance Health shares in Q2 2026, an estimated $6.67K.
  • Elevance Health made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #284 holding.
  • CVA Family Office first reported a position in Elevance Health in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's Elevance Health position peaked at $326K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.