Evergreen Advisors’s Elevance Health ELV Stock Holding History

Evergreen 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	–	Sell	-23	Closed	-$6.73K	–	73
2026 Q1	$6.73K	Buy	+23	New	+$7.56K	﹤0.01%	128

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Advisors's ELV Position: Q2 2026 in Review

Evergreen Advisors sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 23 shares — an estimated $6.73K sold.

Evergreen Advisors first reported a position in ELV in Q1 2026 and held it in 1 quarter. The position peaked at $6.73K in Q1 2026. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Evergreen Advisors reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 23 Elevance Health shares in Q2 2026, an estimated $6.73K.
Evergreen Advisors first reported a position in Elevance Health in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Elevance Health position peaked at $6.73K in Q1 2026.
1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.