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Donoghue Forlines’s Elevance Health ELV Stock Holding History

Donoghue Forlines’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 		$2.88M Buy
+7,456
New +$2.77M 0.75% 49
2024
Q1 		– Sell
-1,271
Closed -$599K – 238
2023
Q4 		$599K Sell
1,271
-422
-25% -$195K 0.19% 144
2023
Q3 		$737K Buy
+1,693
New +$768K 0.26% 107
2022
Q4 		– Sell
-1,414
Closed -$642K – 235
2022
Q3 		$642K Buy
+1,414
New +$677K 0.23% 76
2018
Q4 		– Sell
-9,612
Closed -$2.63M – 67
2018
Q3 		$2.63M Buy
+9,612
New +$2.5M 0.21% 86

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

Donoghue Forlines's ELV Position: Q2 2026 in Review

Donoghue Forlines opened a new position in Elevance Health (ELV) in Q2 2026: 7,456 shares worth $2.88M. The stake represents 0.75% of the portfolio and ranks #49 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in ELV as recently as Q4 2023.

Donoghue Forlines first reported a position in ELV in Q3 2018 and has held it in 5 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Donoghue Forlines held 7,456 shares of Elevance Health worth $2.88M as of Q2 2026.
  • Elevance Health was a new Donoghue Forlines position in Q2 2026.
  • Elevance Health made up 0.75% of Donoghue Forlines's portfolio in Q2 2026, its #49 holding.
  • Donoghue Forlines first reported a position in Elevance Health in Q3 2018 and has held it in 5 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.