EFG
ELV icon

Everhart Financial Group’s Elevance Health ELV Stock Holding History

Everhart Financial Group’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 		$597K Buy
1,545
+228
+17% +$84.6K 0.04% 246
2026
Q1 		$386K Sell
1,317
-733
-36% -$241K 0.03% 319
2025
Q4 		$719K Buy
2,050
+920
+81% +$311K 0.07% 210
2025
Q3 		$365K Sell
1,130
-143
-11% -$44.5K 0.04% 288
2025
Q2 		$495K Buy
1,273
+82
+7% +$33K 0.06% 222
2025
Q1 		$518K Buy
+1,191
New +$478K 0.07% 201
2024
Q4 		– Sell
-1,384
Closed -$720K – 318
2024
Q3 		$720K Buy
1,384
+94
+7% +$50.2K 0.16% 145
2024
Q2 		$699K Buy
1,290
+171
+15% +$90.4K 0.18% 119
2024
Q1 		$580K Buy
1,119
+171
+18% +$85K 0.17% 126
2023
Q4 		$447K Buy
948
+34
+4% +$15.7K 0.16% 128
2023
Q3 		$398K Sell
914
-27
-3% -$12.2K 0.17% 115
2023
Q2 		$418K Sell
941
-562
-37% -$259K 0.17% 115
2023
Q1 		$691K Buy
1,503
+3
+0.2% +$1.43K 0.31% 67
2022
Q4 		$770K Buy
1,500
+161
+12% +$81.7K 0.39% 54
2022
Q3 		$608K Buy
1,339
+148
+12% +$70.8K 0.34% 58
2022
Q2 		$575K Buy
1,191
+118
+11% +$58.4K 0.35% 63
2022
Q1 		$527K Buy
1,073
+178
+20% +$81.4K 0.3% 70
2021
Q4 		$415K Buy
+895
New +$377K 0.25% 75
2021
Q2 		– Sell
-610
Closed -$219K – 98
2021
Q1 		$219K Buy
+610
New +$196K 0.19% 74

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

Everhart Financial Group's ELV Position: Q2 2026 in Review

Everhart Financial Group increased its Elevance Health (ELV) stake by 17% in Q2 2026, buying an estimated $84.6K and bringing the position to 1,545 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #246.

Everhart Financial Group first reported a position in ELV in Q1 2021 and has held it in 19 quarters since. The position peaked at $770K in Q4 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Everhart Financial Group held 1,545 shares of Elevance Health worth $597K as of Q2 2026.
  • Everhart Financial Group bought 228 Elevance Health shares in Q2 2026, an estimated $84.6K.
  • Elevance Health made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #246 holding.
  • Everhart Financial Group first reported a position in Elevance Health in Q1 2021 and has held it in 19 quarters since.
  • Everhart Financial Group's Elevance Health position peaked at $770K in Q4 2022.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.