Empower Advisory Group
ELV icon

Empower Advisory Group’s Elevance Health ELV Stock Holding History

Empower Advisory Group’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 		$979K Sell
2,531
-191
-7% -$70.8K ﹤0.01% 257
2026
Q1 		$797K Buy
2,722
+98
+4% +$32.2K ﹤0.01% 261
2025
Q4 		$920K Sell
2,624
-178
-6% -$60.2K ﹤0.01% 255
2025
Q3 		$905K Sell
2,802
-100
-3% -$31.1K ﹤0.01% 261
2025
Q2 		$1.13M Sell
2,902
-173
-6% -$69.6K ﹤0.01% 234
2025
Q1 		$1.34M Buy
3,075
+616
+25% +$247K ﹤0.01% 224
2024
Q4 		$907K Buy
2,459
+4
+0.2% +$1.67K ﹤0.01% 245
2024
Q3 		$1.28M Sell
2,455
-136
-5% -$72.7K ﹤0.01% 218
2024
Q2 		$1.4M Sell
2,591
-185
-7% -$97.8K 0.01% 212
2024
Q1 		$1.44M Sell
2,776
-28
-1% -$13.9K 0.01% 214
2023
Q4 		$1.32M Buy
2,804
+37
+1% +$17.1K 0.01% 222
2023
Q3 		$1.2M Hold
2,767
– – 0.01% 219
2023
Q2 		$1.23M Sell
2,767
-160
-5% -$73.8K 0.01% 228
2023
Q1 		$1.39M Buy
+2,927
New +$1.39M 0.01% 227

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

Empower Advisory Group's ELV Position: Q2 2026 in Review

Empower Advisory Group reduced its Elevance Health (ELV) stake by 7% in Q2 2026, selling an estimated $70.8K and leaving 2,531 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Empower Advisory Group first reported a position in ELV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q1 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Empower Advisory Group held 2,531 shares of Elevance Health worth $979K as of Q2 2026.
  • Empower Advisory Group sold 191 Elevance Health shares in Q2 2026, an estimated $70.8K.
  • Elevance Health made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #257 holding.
  • Empower Advisory Group first reported a position in Elevance Health in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Elevance Health position peaked at $1.44M in Q1 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.