HHGA
ELV icon

Halbert Hargrove Global Advisors’s Elevance Health ELV Stock Holding History

Halbert Hargrove Global 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 		– Hold
0
– – – 682
2025
Q2 		– Sell
-4
Closed -$1.59K – 414
2025
Q1 		$1.59K Buy
+4
New +$1.61K ﹤0.01% 419
2023
Q2 		– Sell
-822
Closed -$378K – 120
2023
Q1 		$378K Buy
822
+26
+3% +$12.4K 0.03% 92
2022
Q4 		$408K Sell
796
-83
-9% -$42.1K 0.03% 87
2022
Q3 		$399K Sell
879
-1
-0.1% -$478 0.03% 85
2022
Q2 		$425K Buy
880
+6
+0.7% +$2.97K 0.03% 80
2022
Q1 		$430K Buy
874
+38
+5% +$17.4K 0.03% 87
2021
Q4 		$387K Buy
836
+126
+18% +$53K 0.02% 96
2021
Q3 		$265K Sell
710
-15
-2% -$5.7K 0.02% 115
2021
Q2 		$277K Buy
725
+8
+1% +$3.06K 0.02% 118
2021
Q1 		$257K Buy
717
+20
+3% +$6.43K 0.02% 106
2020
Q4 		$224K Buy
+697
New +$214K 0.02% 105
2019
Q3 		– Sell
-708
Closed -$200K – 89
2019
Q2 		$200K Sell
708
-5
-0.7% -$1.37K 0.05% 79
2019
Q1 		$205K Buy
+713
New +$206K 0.72% 42
2018
Q4 		– Sell
-735
Closed -$201K – 84
2018
Q3 		$201K Buy
+735
New +$191K 0.05% 73
2016
Q1 		– Sell
-1,838
Closed -$256K – 83
2015
Q4 		$256K Sell
1,838
-47
-2% -$6.47K 0.11% 77
2015
Q3 		$264K Sell
1,885
-2,063
-52% -$310K 0.13% 68
2015
Q2 		$648K Sell
3,948
-650
-14% -$104K 0.16% 53
2015
Q1 		$710K Buy
4,598
+1,882
+69% +$268K 0.23% 50
2014
Q4 		$341K Sell
2,716
-1,570
-37% -$194K 0.17% 71
2014
Q3 		$513K Buy
4,286
+21
+0.5% +$2.41K 0.14% 54
2014
Q2 		$459K Buy
4,265
+1,127
+36% +$116K 0.14% 49
2014
Q1 		$312K Sell
3,138
-62
-2% -$5.61K 0.1% 79
2013
Q4 		$296K Buy
+3,200
New +$284K 0.09% 93

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

Halbert Hargrove Global Advisors's ELV Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 0 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Halbert Hargrove Global Advisors first reported a position in ELV in Q4 2013 and has held it in 23 quarters since. The position peaked at $710K in Q1 2015. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Halbert Hargrove Global Advisors held 0 shares of Elevance Health worth $151 as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #682 holding.
  • Halbert Hargrove Global Advisors first reported a position in Elevance Health in Q4 2013 and has held it in 23 quarters since.
  • Halbert Hargrove Global Advisors's Elevance Health position peaked at $710K in Q1 2015.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.