Envestnet Asset Management’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 | $181M | Buy |
468,145
+28,647
| +7% | +$10.6M | 0.04% | 389 |
|
|
2026
Q1 | $129M | Buy |
439,498
+14,216
| +3% | +$4.67M | 0.03% | 452 |
|
|
2025
Q4 | $149M | Sell |
425,282
-48,742
| -10% | -$16.5M | 0.04% | 379 |
|
|
2025
Q3 | $153M | Sell |
474,024
-48,990
| -9% | -$15.2M | 0.04% | 383 |
|
|
2025
Q2 | $203M | Sell |
523,014
-50,593
| -9% | -$20.3M | 0.06% | 303 |
|
|
2025
Q1 | $249M | Buy |
573,607
+82,014
| +17% | +$32.9M | 0.08% | 238 |
|
|
2024
Q4 | $181M | Sell |
491,593
-84,362
| -15% | -$35.3M | 0.06% | 310 |
|
|
2024
Q3 | $299M | Buy |
575,955
+21,365
| +4% | +$11.4M | 0.1% | 190 |
|
|
2024
Q2 | $301M | Buy |
554,590
+26,222
| +5% | +$13.9M | 0.1% | 174 |
|
|
2024
Q1 | $274M | Buy |
528,368
+47,050
| +10% | +$23.4M | 0.1% | 193 |
|
|
2023
Q4 | $227M | Buy |
481,318
+18,740
| +4% | +$8.67M | 0.09% | 203 |
|
|
2023
Q3 | $201M | Buy |
462,578
+115,044
| +33% | +$52.2M | 0.09% | 205 |
|
|
2023
Q2 | $154M | Sell |
347,534
-2,618,671
| -88% | -$1.21B | 0.07% | 246 |
|
|
2023
Q1 | $148M | Buy |
2,966,205
+2,651,986
| +844% | +$1.26B | 0.07% | 243 |
|
|
2022
Q4 | $161M | Buy |
314,219
+18,005
| +6% | +$9.14M | 0.08% | 215 |
|
|
2022
Q3 | $135M | Buy |
296,214
+15,438
| +5% | +$7.39M | 0.08% | 218 |
|
|
2022
Q2 | $135M | Buy |
280,776
+2,700
| +1% | +$1.34M | 0.08% | 226 |
|
|
2022
Q1 | $137M | Buy |
278,076
+6,554
| +2% | +$3M | 0.07% | 248 |
|
|
2021
Q4 | $126M | Buy |
271,522
+11,694
| +5% | +$4.92M | 0.06% | 262 |
|
|
2021
Q3 | $96.9M | Sell |
259,828
-12,521
| -5% | -$4.76M | 0.05% | 298 |
|
|
2021
Q2 | $104M | Buy |
272,349
+3,051
| +1% | +$1.17M | 0.06% | 266 |
|
|
2021
Q1 | $96.7M | Buy |
269,298
+136,885
| +103% | +$44M | 0.06% | 253 |
|
|
2020
Q4 | $42.5M | Buy |
132,413
+18,014
| +16% | +$5.53M | 0.03% | 390 |
|
|
2020
Q3 | $30.7M | Sell |
114,399
-4,170
| -4% | -$1.12M | 0.03% | 423 |
|
|
2020
Q2 | $31.2M | Buy |
118,569
+6,564
| +6% | +$1.75M | 0.03% | 396 |
|
|
2020
Q1 | $25.4M | Buy |
112,005
+17,313
| +18% | +$4.72M | 0.03% | 386 |
|
|
2019
Q4 | $28.6M | Sell |
94,692
-22,032
| -19% | -$6.06M | 0.03% | 415 |
|
|
2019
Q3 | $28M | Sell |
116,724
-723
| -0.6% | -$198K | 0.03% | 391 |
|
|
2019
Q2 | $33.1M | Buy |
117,447
+21,166
| +22% | +$5.78M | 0.04% | 318 |
|
|
2019
Q1 | $27.6M | Buy |
96,281
+33,042
| +52% | +$9.56M | 0.04% | 347 |
|
|
2018
Q4 | $16.6M | Buy |
63,239
+61,685
| +3,969% | +$17M | 0.03% | 434 |
|
|
2018
Q3 | $426K | Sell |
1,554
-7,112
| -82% | -$1.85M | ﹤0.01% | 963 |
|
|
2018
Q2 | $2.06M | Sell |
8,666
-1,124
| -11% | -$260K | ﹤0.01% | 798 |
|
|
2018
Q1 | $2.17M | Sell |
9,790
-11,956
| -55% | -$2.81M | 0.01% | 679 |
|
|
2017
Q4 | $4.89M | Sell |
21,746
-1,129
| -5% | -$240K | 0.01% | 610 |
|
|
2017
Q3 | $4.34M | Sell |
22,875
-1,742
| -7% | -$332K | 0.01% | 607 |
|
|
2017
Q2 | $4.63M | Buy |
24,617
+4,977
| +25% | +$894K | 0.01% | 597 |
|
|
2017
Q1 | $3.24M | Buy |
19,640
+2,611
| +15% | +$415K | 0.01% | 733 |
|
|
2016
Q4 | $2.45M | Buy |
17,029
+7,633
| +81% | +$1.02M | 0.01% | 837 |
|
|
2016
Q3 | $1.18M | Sell |
9,396
-16,677
| -64% | -$2.15M | ﹤0.01% | 1173 |
|
|
2016
Q2 | $3.42M | Sell |
26,073
-6,164
| -19% | -$843K | 0.01% | 790 |
|
|
2016
Q1 | $4.48M | Sell |
32,237
-8,993
| -22% | -$1.2M | 0.02% | 640 |
|
|
2015
Q4 | $5.75M | Buy |
41,230
+5,703
| +16% | +$786K | 0.03% | 522 |
|
|
2015
Q3 | $4.97M | Sell |
35,527
-6,882
| -16% | -$1.03M | 0.02% | 558 |
|
|
2015
Q2 | $6.96M | Buy |
+42,409
| New | +$6.78M | 0.03% | 482 |
|
|
2014
Q4 | – | Sell |
-1,128
| Closed | -$135K | – | 2549 |
|
|
2014
Q3 | $135K | Buy |
1,128
+478
| +74% | +$54.8K | ﹤0.01% | 1208 |
|
|
2014
Q2 | $70K | Sell |
650
-112
| -15% | -$11.5K | ﹤0.01% | 1327 |
|
|
2014
Q1 | $76K | Sell |
762
-474
| -38% | -$42.9K | ﹤0.01% | 1225 |
|
|
2013
Q4 | $114K | Sell |
1,236
-524
| -30% | -$46.6K | ﹤0.01% | 979 |
|
|
2013
Q3 | $147K | Buy |
1,760
+839
| +91% | +$71.9K | ﹤0.01% | 865 |
|
|
2013
Q2 | $75K | Buy |
+921
| New | +$68.9K | ﹤0.01% | 1073 |
|
Other funds holding ELV
Envestnet Asset Management's ELV Position: Q2 2026 in Review
Envestnet Asset Management increased its Elevance Health (ELV) stake by 6.5% in Q2 2026, buying an estimated $10.6M and bringing the position to 468,145 shares worth $181M. The position accounts for 0.04% of the portfolio, ranked #389.
Envestnet Asset Management first reported a position in ELV in Q2 2013 and has held it in 51 quarters since. The position peaked at $301M in Q2 2024. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Envestnet Asset Management held 468,145 shares of Elevance Health worth $181M as of Q2 2026.
- Envestnet Asset Management bought 28,647 Elevance Health shares in Q2 2026, an estimated $10.6M.
- Elevance Health made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #389 holding.
- Envestnet Asset Management first reported a position in Elevance Health in Q2 2013 and has held it in 51 quarters since.
- Envestnet Asset Management's Elevance Health position peaked at $301M in Q2 2024.
- 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.