Empire Life Investments’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.8M | Sell |
71,907
-2,871
| -4% | -$1.06M | 1.55% | 20 |
|
|
2026
Q1 | $22.3M | Sell |
74,778
-10,029
| -12% | -$3.3M | 1.36% | 24 |
|
|
2025
Q4 | $29.7M | Sell |
84,807
-79
| -0.1% | -$26.7K | 1.67% | 19 |
|
|
2025
Q3 | $27.4M | Sell |
84,886
-2,192
| -3% | -$682K | 1.61% | 20 |
|
|
2025
Q2 | $33.9M | Sell |
87,078
-7,924
| -8% | -$3.19M | 2.15% | 8 |
|
|
2025
Q1 | $41.3M | Buy |
95,002
+457
| +0.5% | +$183K | 2.69% | 5 |
|
|
2024
Q4 | $34.9M | Sell |
94,545
-2,173
| -2% | -$909K | 2.19% | 8 |
|
|
2024
Q3 | $50.3M | Sell |
96,718
-1,161
| -1% | -$620K | 3.07% | 4 |
|
|
2024
Q2 | $53M | Sell |
97,879
-5,728
| -6% | -$3.03M | 3.35% | 4 |
|
|
2024
Q1 | $53.7M | Sell |
103,607
-3,274
| -3% | -$1.63M | 3.3% | 5 |
|
|
2023
Q4 | $50.4M | Buy |
106,881
+8
| +0% | +$3.7K | 3.25% | 6 |
|
|
2023
Q3 | $46.5M | Buy |
106,873
+43
| +0% | +$19.5K | 3.41% | 5 |
|
|
2023
Q2 | $47.5M | Buy |
106,830
+23,145
| +28% | +$10.7M | 3.24% | 7 |
|
|
2023
Q1 | $38.5M | Buy |
83,685
+420
| +0.5% | +$200K | 2.74% | 8 |
|
|
2022
Q4 | $42.7M | Sell |
83,265
-1,281
| -2% | -$650K | 2.93% | 10 |
|
|
2022
Q3 | $38.4M | Sell |
84,546
-13,382
| -14% | -$6.4M | 2.92% | 9 |
|
|
2022
Q2 | $47.3M | Buy |
97,928
+1,660
| +2% | +$821K | 3.41% | 6 |
|
|
2022
Q1 | $47.3M | Sell |
96,268
-20
| -0% | -$9.14K | 3.03% | 6 |
|
|
2021
Q4 | $44.6M | Buy |
96,288
+359
| +0.4% | +$151K | 2.72% | 10 |
|
|
2021
Q3 | $35.8M | Sell |
95,929
-108
| -0.1% | -$41K | 2.34% | 16 |
|
|
2021
Q2 | $36.7M | Buy |
96,037
+3,227
| +3% | +$1.23M | 2.36% | 15 |
|
|
2021
Q1 | $33.3M | Buy |
92,810
+566
| +0.6% | +$182K | 2.29% | 15 |
|
|
2020
Q4 | $29.6M | Sell |
92,244
-30,931
| -25% | -$9.49M | 2.09% | 16 |
|
|
2020
Q3 | $33.1M | Buy |
123,175
+532
| +0.4% | +$143K | 2.66% | 13 |
|
|
2020
Q2 | $32.3M | Sell |
122,643
-19,686
| -14% | -$5.25M | 2.83% | 14 |
|
|
2020
Q1 | $32.3M | Buy |
142,329
+9,880
| +7% | +$2.69M | 2.96% | 9 |
|
|
2019
Q4 | $40M | Buy |
132,449
+18,337
| +16% | +$5.05M | 3.04% | 6 |
|
|
2019
Q3 | $27.4M | Sell |
114,112
-6,356
| -5% | -$1.74M | 2.29% | 17 |
|
|
2019
Q2 | $34M | Buy |
120,468
+26,098
| +28% | +$7.13M | 2.75% | 7 |
|
|
2019
Q1 | $27.1M | Sell |
94,370
-7,305
| -7% | -$2.11M | 2.27% | 11 |
|
|
2018
Q4 | $26.7M | Buy |
101,675
+1,578
| +2% | +$434K | 2.4% | 11 |
|
|
2018
Q3 | $27.4M | Sell |
100,097
-6,656
| -6% | -$1.73M | 2.09% | 11 |
|
|
2018
Q2 | $25.4M | Buy |
106,753
+9,578
| +10% | +$2.22M | 1.83% | 16 |
|
|
2018
Q1 | $21.3M | Buy |
97,175
+27,206
| +39% | +$6.39M | 1.52% | 27 |
|
|
2017
Q4 | $15.7M | Buy |
69,969
+340
| +0.5% | +$72.4K | 1.22% | 33 |
|
|
2017
Q3 | $13.2M | Sell |
69,629
-1,243
| -2% | -$237K | 1.07% | 42 |
|
|
2017
Q2 | $13.3M | Buy |
+70,872
| New | +$12.7M | 1.16% | 40 |
|
Other funds holding ELV
Empire Life Investments's ELV Position: Q2 2026 in Review
Empire Life Investments reduced its Elevance Health (ELV) stake by 3.8% in Q2 2026, selling an estimated $1.06M and leaving 71,907 shares worth $27.8M. The position accounts for 1.55% of the portfolio, ranked #20.
Empire Life Investments first reported a position in ELV in Q2 2017 and has held it in 37 quarters since. The position peaked at $53.7M in Q1 2024. 1,596 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Empire Life Investments held 71,907 shares of Elevance Health worth $27.8M as of Q2 2026.
- Empire Life Investments sold 2,871 Elevance Health shares in Q2 2026, an estimated $1.06M.
- Elevance Health made up 1.55% of Empire Life Investments's portfolio in Q2 2026, its #20 holding.
- Empire Life Investments first reported a position in Elevance Health in Q2 2017 and has held it in 37 quarters since.
- Empire Life Investments's Elevance Health position peaked at $53.7M in Q1 2024.
- 1,596 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.