Envestnet Portfolio Solutions
ELV icon

Envestnet Portfolio Solutions’s Elevance Health ELV Stock Holding History

Envestnet Portfolio Solutions’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 		$3.33M Sell
8,619
-43
-0.5% -$15.9K 0.02% 404
2026
Q1 		$2.54M Sell
8,662
-19,095
-69% -$6.28M 0.01% 404
2025
Q4 		$9.73M Sell
27,757
-332
-1% -$112K 0.03% 245
2025
Q3 		$9.08M Buy
28,089
+904
+3% +$281K 0.03% 245
2025
Q2 		$10.6M Sell
27,185
-52
-0.2% -$20.9K 0.04% 218
2025
Q1 		$11.8M Sell
27,237
-1,093
-4% -$439K 0.05% 201
2024
Q4 		$10.5M Sell
28,330
-2,264
-7% -$947K 0.03% 237
2024
Q3 		$15.9M Sell
30,594
-762
-2% -$407K 0.05% 178
2024
Q2 		$17M Buy
31,356
+67
+0.2% +$35.4K 0.06% 164
2024
Q1 		$16.2M Buy
31,289
+3,524
+13% +$1.75M 0.06% 163
2023
Q4 		$13.1M Buy
27,765
+8,079
+41% +$3.74M 0.05% 175
2023
Q3 		$8.57M Buy
+19,686
New +$8.93M 0.04% 208

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Envestnet Portfolio Solutions's ELV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Elevance Health (ELV) stake by 0.5% in Q2 2026, selling an estimated $15.9K and leaving 8,619 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #404.

Envestnet Portfolio Solutions first reported a position in ELV in Q3 2023 and has held it in 12 quarters since. The position peaked at $17M in Q2 2024. 293 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Envestnet Portfolio Solutions held 8,619 shares of Elevance Health worth $3.33M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 43 Elevance Health shares in Q2 2026, an estimated $15.9K.
  • Elevance Health made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #404 holding.
  • Envestnet Portfolio Solutions first reported a position in Elevance Health in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Elevance Health position peaked at $17M in Q2 2024.
  • 293 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.