EWA
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EP Wealth Advisors’s Elevance Health ELV Stock Holding History

EP Wealth Advisors’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 		$2.31M Buy
5,972
+1,592
+36% +$590K 0.01% 546
2026
Q1 		$1.28M Sell
4,380
-955
-18% -$314K 0.01% 569
2025
Q4 		$1.87M Buy
+5,335
New +$1.8M 0.01% 461
2025
Q2 		$1.82M Buy
4,667
+1,159
+33% +$466K 0.01% 434
2025
Q1 		$1.53M Buy
3,508
+1,307
+59% +$525K 0.01% 409
2024
Q4 		$812K Buy
2,201
+159
+8% +$66.5K 0.01% 561
2024
Q3 		$1.06M Buy
2,042
+160
+9% +$85.5K 0.01% 482
2024
Q2 		$1.02M Buy
1,882
+289
+18% +$153K 0.01% 385
2024
Q1 		$826K Sell
1,593
-1,084
-40% -$539K 0.01% 412
2023
Q4 		$1.26M Buy
2,677
+284
+12% +$131K 0.02% 331
2023
Q3 		$1.04M Sell
2,393
-5,955
-71% -$2.7M 0.02% 324
2023
Q2 		$1.07M Sell
8,348
-6,638
-44% -$3.06M 0.02% 318
2023
Q1 		$727K Buy
14,986
+13,283
+780% +$6.32M 0.01% 347
2022
Q4 		$873K Buy
+1,703
New +$865K 0.02% 302
2022
Q3 		– Sell
-2,181
Closed -$1.05M – 418
2022
Q2 		$1.05M Buy
2,181
+588
+37% +$291K 0.02% 250
2022
Q1 		$783K Buy
+1,593
New +$728K 0.02% 303
2020
Q1 		– Sell
-1,153
Closed -$348K – 391
2019
Q4 		$348K Sell
1,153
-40
-3% -$11K 0.01% 314
2019
Q3 		$287K Buy
+1,193
New +$327K 0.01% 287
2019
Q2 		– Sell
-1,229
Closed -$353K – 330
2019
Q1 		$353K Buy
+1,229
New +$355K 0.03% 188

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

EP Wealth Advisors's ELV Position: Q2 2026 in Review

EP Wealth Advisors increased its Elevance Health (ELV) stake by 36% in Q2 2026, buying an estimated $590K and bringing the position to 5,972 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #546.

EP Wealth Advisors first reported a position in ELV in Q1 2019 and has held it in 19 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • EP Wealth Advisors held 5,972 shares of Elevance Health worth $2.31M as of Q2 2026.
  • EP Wealth Advisors bought 1,592 Elevance Health shares in Q2 2026, an estimated $590K.
  • Elevance Health made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #546 holding.
  • EP Wealth Advisors first reported a position in Elevance Health in Q1 2019 and has held it in 19 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.