Generate Investment Management’s Elevance Health ELV Stock Holding History

Generate Investment 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	$9.87M	Buy	+25,518	New	+$9.46M	0.41%	64
2026 Q1	–	Sell	-17,500	Closed	-$6.13M	–	75
2025 Q4	$6.13M	Sell	17,500 -117,500	-87%	-$39.7M	0.28%	67
2025 Q3	$43.6M	Buy	135,000 +36,948	+38%	+$11.5M	2.21%	10
2025 Q2	$38.1M	Buy	98,052 +60,963	+164%	+$24.5M	2.12%	13
2025 Q1	$16.1M	Sell	37,089 -36,848	-50%	-$14.8M	1.13%	28
2024 Q4	$27.3M	Buy	73,937 +20,725	+39%	+$8.67M	1.91%	14
2024 Q3	$27.7M	Sell	53,212 -6,035	-10%	-$3.22M	1.85%	19
2024 Q2	$32.1M	Buy	+59,247	New	+$31.3M	1.89%	13

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 $3.37T AUM 44.26% 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

Generate Investment Management's ELV Position: Q2 2026 in Review

Generate Investment Management opened a new position in Elevance Health (ELV) in Q2 2026: 25,518 shares worth $9.87M. The stake represents 0.41% of the portfolio and ranks #64 among its holdings. This is a return to the name: Generate Investment Management previously reported a position in ELV as recently as Q4 2025.

Generate Investment Management first reported a position in ELV in Q2 2024 and has held it in 8 quarters since. The position peaked at $43.6M in Q3 2025. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Generate Investment Management held 25,518 shares of Elevance Health worth $9.87M as of Q2 2026.
Elevance Health was a new Generate Investment Management position in Q2 2026.
Elevance Health made up 0.41% of Generate Investment Management's portfolio in Q2 2026, its #64 holding.
Generate Investment Management first reported a position in Elevance Health in Q2 2024 and has held it in 8 quarters since.
Generate Investment Management's Elevance Health position peaked at $43.6M in Q3 2025.
1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.