EWM
ELV icon

Evercore Wealth Management’s Elevance Health ELV Stock Holding History

Evercore Wealth Management’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 		$215K Buy
+556
New +$206K ﹤0.01% 390
2026
Q1 		– Sell
-579
Closed -$203K – 425
2025
Q4 		$203K Buy
+579
New +$196K ﹤0.01% 393
2025
Q3 		– Sell
-596
Closed -$232K – 418
2025
Q2 		$232K Hold
596
– – ﹤0.01% 373
2025
Q1 		$259K Sell
596
-19
-3% -$7.63K ﹤0.01% 360
2024
Q4 		$227K Sell
615
-101
-14% -$42.3K ﹤0.01% 383
2024
Q3 		$372K Hold
716
– – 0.01% 313
2024
Q2 		$388K Sell
716
-23
-3% -$12.2K 0.01% 306
2024
Q1 		$383K Sell
739
-14
-2% -$6.96K 0.01% 311
2023
Q4 		$355K Buy
753
+12
+2% +$5.55K 0.01% 312
2023
Q3 		$323K Sell
741
-58
-7% -$26.3K 0.01% 309
2023
Q2 		$355K Sell
799
-6
-0.7% -$2.77K 0.01% 310
2023
Q1 		$370K Sell
805
-12
-1% -$5.71K 0.01% 300
2022
Q4 		$419K Sell
817
-73
-8% -$37.1K 0.01% 288
2022
Q3 		$404K Sell
890
-72
-7% -$34.5K 0.01% 276
2022
Q2 		$464K Hold
962
– – 0.01% 263
2022
Q1 		$473K Sell
962
-88
-8% -$40.2K 0.01% 291
2021
Q4 		$487K Sell
1,050
-30
-3% -$12.6K 0.01% 287
2021
Q3 		$403K Hold
1,080
– – 0.01% 316
2021
Q2 		$412K Sell
1,080
-541
-33% -$207K 0.01% 315
2021
Q1 		$582K Sell
1,621
-25
-2% -$8.04K 0.01% 277
2020
Q4 		$529K Buy
1,646
+187
+13% +$57.4K 0.01% 281
2020
Q3 		$392K Buy
1,459
+13
+0.9% +$3.5K 0.01% 288
2020
Q2 		$380K Hold
1,446
– – 0.01% 287
2020
Q1 		$328K Buy
1,446
+3
+0.2% +$818 0.01% 283
2019
Q4 		$436K Sell
1,443
-31
-2% -$8.53K 0.01% 295
2019
Q3 		$354K Sell
1,474
-30
-2% -$8.22K 0.01% 309
2019
Q2 		$424K Buy
1,504
+2
+0.1% +$546 0.01% 293
2019
Q1 		$431K Buy
1,502
+20
+1% +$5.78K 0.01% 287
2018
Q4 		$389K Sell
1,482
-496
-25% -$136K 0.01% 276
2018
Q3 		$542K Buy
1,978
+2
+0.1% +$519 0.02% 270
2018
Q2 		$470K Sell
1,976
-55
-3% -$12.7K 0.02% 276
2018
Q1 		$446K Sell
2,031
-120
-6% -$28.2K 0.02% 257
2017
Q4 		$484K Hold
2,151
– – 0.02% 260
2017
Q3 		$408K Hold
2,151
– – 0.02% 274
2017
Q2 		$405K Sell
2,151
-50
-2% -$8.98K 0.02% 280
2017
Q1 		$364K Sell
2,201
-218
-9% -$34.7K 0.01% 298
2016
Q4 		$348K Sell
2,419
-340
-12% -$45.5K 0.01% 289
2016
Q3 		$346K Sell
2,759
-49
-2% -$6.33K 0.01% 294
2016
Q2 		$369K Buy
2,808
+101
+4% +$13.8K 0.02% 278
2016
Q1 		$376K Hold
2,707
– – 0.02% 279
2015
Q4 		$377K Buy
2,707
+581
+27% +$80K 0.02% 285
2015
Q3 		$298K Buy
2,126
+152
+8% +$22.8K 0.01% 329
2015
Q2 		$324K Hold
1,974
– – 0.01% 340
2015
Q1 		$304K Buy
1,974
+30
+2% +$4.27K 0.01% 349
2014
Q4 		$245K Sell
1,944
-276
-12% -$34.1K 0.01% 326
2014
Q3 		$266K Buy
2,220
+1,000
+82% +$115K 0.01% 351
2014
Q2 		$131K Hold
1,220
– – 0.01% 468
2014
Q1 		$121K Hold
1,220
– – 0.01% 451
2013
Q4 		$113K Sell
1,220
-58
-5% -$5.15K 0.01% 439
2013
Q3 		$106K Buy
1,278
+58
+5% +$4.97K 0.01% 479
2013
Q2 		$100K Buy
+1,220
New +$91.3K 0.01% 491

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

Evercore Wealth Management's ELV Position: Q2 2026 in Review

Evercore Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 556 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in ELV as recently as Q4 2025.

Evercore Wealth Management first reported a position in ELV in Q2 2013 and has held it in 51 quarters since. The position peaked at $582K in Q1 2021. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Evercore Wealth Management held 556 shares of Elevance Health worth $215K as of Q2 2026.
  • Elevance Health was a new Evercore Wealth Management position in Q2 2026.
  • Elevance Health made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #390 holding.
  • Evercore Wealth Management first reported a position in Elevance Health in Q2 2013 and has held it in 51 quarters since.
  • Evercore Wealth Management's Elevance Health position peaked at $582K in Q1 2021.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.