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Guardian Partners’s Elevance Health ELV Stock Holding History

Guardian Partners’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 		$466K Sell
1,206
-1,754
-59% -$650K 0.04% 154
2026
Q1 		$869K Sell
2,960
-452
-13% -$149K 0.07% 121
2025
Q4 		$1.16M Sell
3,412
-100
-3% -$33.8K 0.09% 121
2025
Q3 		$1.17M Hold
3,512
– – 0.1% 109
2025
Q2 		$1.22M Sell
3,512
-2,434
-41% -$979K 0.11% 108
2025
Q1 		$2.54M Sell
5,946
-70
-1% -$28.1K 0.26% 82
2024
Q4 		$2.31M Buy
+6,016
New +$2.52M 0.23% 83

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

Guardian Partners's ELV Position: Q2 2026 in Review

Guardian Partners reduced its Elevance Health (ELV) stake by 59% in Q2 2026, selling an estimated $650K and leaving 1,206 shares worth $466K. The position accounts for 0.04% of the portfolio, ranked #154.

Guardian Partners first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.54M in Q1 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Guardian Partners held 1,206 shares of Elevance Health worth $466K as of Q2 2026.
  • Guardian Partners sold 1,754 Elevance Health shares in Q2 2026, an estimated $650K.
  • Elevance Health made up 0.04% of Guardian Partners's portfolio in Q2 2026, its #154 holding.
  • Guardian Partners first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Elevance Health position peaked at $2.54M in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.