HIA
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Harbor Investment Advisory’s Elevance Health ELV Stock Holding History

Harbor Investment Advisory’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 		$70.4K Hold
182
– – ﹤0.01% 658
2026
Q1 		$53.3K Sell
182
-309
-63% -$102K ﹤0.01% 612
2025
Q4 		$172K Buy
491
+206
+72% +$69.6K 0.01% 427
2025
Q3 		$92.1K Sell
285
-55
-16% -$17.1K 0.01% 516
2025
Q2 		$132K Sell
340
-9
-3% -$3.62K 0.01% 440
2025
Q1 		$152K Sell
349
-1,161
-77% -$466K 0.01% 405
2024
Q4 		$557K Sell
1,510
-387
-20% -$162K 0.05% 220
2024
Q3 		$986K Sell
1,897
-33
-2% -$17.6K 0.1% 160
2024
Q2 		$1.05M Sell
1,930
-16
-0.8% -$8.46K 0.11% 138
2024
Q1 		$1.01M Sell
1,946
-60
-3% -$29.8K 0.11% 144
2023
Q4 		$946K Sell
2,006
-146
-7% -$67.5K 0.11% 148
2023
Q3 		$937K Buy
2,152
+132
+7% +$59.9K 0.12% 136
2023
Q2 		$897K Buy
2,020
+122
+6% +$56.3K 0.13% 149
2023
Q1 		$873K Buy
1,898
+382
+25% +$182K 0.13% 149
2022
Q4 		$778K Sell
1,516
-158
-9% -$80.2K 0.12% 154
2022
Q3 		$760K Buy
1,674
+52
+3% +$24.9K 0.13% 146
2022
Q2 		$783K Sell
1,622
-2
-0.1% -$989 0.13% 148
2022
Q1 		$798K Sell
1,624
-21
-1% -$9.6K 0.11% 162
2021
Q4 		$763K Buy
1,645
+124
+8% +$52.2K 0.1% 174
2021
Q3 		$567K Buy
1,521
+23
+2% +$8.74K 0.08% 207
2021
Q2 		$572K Buy
1,498
+14
+0.9% +$5.35K 0.08% 212
2021
Q1 		$533K Buy
1,484
+136
+10% +$43.7K 0.08% 200
2020
Q4 		$433K Hold
1,348
– – 0.07% 206
2020
Q3 		$362K Sell
1,348
-41
-3% -$11K 0.07% 195
2020
Q2 		$365K Buy
1,389
+290
+26% +$77.4K 0.08% 179
2020
Q1 		$250K Buy
1,099
+628
+133% +$171K 0.07% 202
2019
Q4 		$142K Buy
+471
New +$130K 0.03% 297

Other funds holding ELV

HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Harbor Investment Advisory's ELV Position: Q2 2026 in Review

Harbor Investment Advisory held its Elevance Health (ELV) position steady in Q2 2026 at 182 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Harbor Investment Advisory first reported a position in ELV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.05M in Q2 2024. 466 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Harbor Investment Advisory held 182 shares of Elevance Health worth $70.4K as of Q2 2026.
  • Harbor Investment Advisory left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #658 holding.
  • Harbor Investment Advisory first reported a position in Elevance Health in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Elevance Health position peaked at $1.05M in Q2 2024.
  • 466 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.