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Great Valley Advisor Group’s Elevance Health ELV Stock Holding History

Great Valley Advisor 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 		$419K Sell
1,084
-246
-18% -$91.2K 0.01% 770
2026
Q1 		$390K Sell
1,330
-764
-36% -$251K 0.01% 754
2025
Q4 		$734K Sell
2,094
-139
-6% -$47K 0.01% 540
2025
Q3 		$722K Sell
2,233
-996
-31% -$310K 0.01% 548
2025
Q2 		$1.26M Sell
3,229
-260
-7% -$105K 0.03% 418
2025
Q1 		$1.52M Sell
3,489
-428
-11% -$172K 0.03% 367
2024
Q4 		$1.45M Sell
3,917
-122
-3% -$51.1K 0.03% 373
2024
Q3 		$2.1M Sell
4,039
-67
-2% -$35.8K 0.05% 300
2024
Q2 		$2.23M Sell
4,106
-997
-20% -$527K 0.06% 271
2024
Q1 		$2.65M Buy
5,103
+63
+1% +$31.3K 0.08% 232
2023
Q4 		$2.38M Sell
5,040
-498
-9% -$230K 0.08% 216
2023
Q3 		$2.41M Buy
5,538
+115
+2% +$52.2K 0.1% 199
2023
Q2 		$2.41M Sell
5,423
-992
-15% -$458K 0.1% 200
2023
Q1 		$2.95M Sell
6,415
-1,501
-19% -$714K 0.14% 171
2022
Q4 		$4.06M Sell
7,916
-354
-4% -$180K 0.21% 117
2022
Q3 		$3.76M Sell
8,270
-1,460
-15% -$699K 0.21% 120
2022
Q2 		$4.7M Buy
+9,730
New +$4.81M 0.26% 98

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

Great Valley Advisor Group's ELV Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Elevance Health (ELV) stake by 18% in Q2 2026, selling an estimated $91.2K and leaving 1,084 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #770.

Great Valley Advisor Group first reported a position in ELV in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.7M in Q2 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Great Valley Advisor Group held 1,084 shares of Elevance Health worth $419K as of Q2 2026.
  • Great Valley Advisor Group sold 246 Elevance Health shares in Q2 2026, an estimated $91.2K.
  • Elevance Health made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #770 holding.
  • Great Valley Advisor Group first reported a position in Elevance Health in Q2 2022 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Elevance Health position peaked at $4.7M in Q2 2022.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.