Equitable Holdings’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
$599K Buy
+1,548
New +$574K ﹤0.01% 1224
2025
Q3
Sell
-618
Closed -$240K 1550
2025
Q2
$240K Buy
+618
New +$249K ﹤0.01% 1295
2024
Q4
Sell
-484
Closed -$252K 1292
2024
Q3
$252K Buy
484
+45
+10% +$24K ﹤0.01% 1101
2024
Q2
$238K Buy
+439
New +$232K ﹤0.01% 1077

Other funds holding ELV

Equitable Holdings's ELV Position: Q2 2026 in Review

Equitable Holdings opened a new position in Elevance Health (ELV) in Q2 2026: 1,548 shares worth $599K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in ELV as recently as Q2 2025.

Equitable Holdings first reported a position in ELV in Q2 2024 and has held it in 4 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Equitable Holdings held 1,548 shares of Elevance Health worth $599K as of Q2 2026.
  • Elevance Health was a new Equitable Holdings position in Q2 2026.
  • Elevance Health made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1224 holding.
  • Equitable Holdings first reported a position in Elevance Health in Q2 2024 and has held it in 4 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.