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Harvest Portfolios Group’s Elevance Health ELV Stock Holding History

Harvest Portfolios 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 		$68.8M Sell
177,890
-22,302
-11% -$8.27M 0.97% 35
2026
Q1 		$58.6M Buy
200,192
+18,176
+10% +$5.97M 0.97% 30
2025
Q4 		$63.8M Sell
182,016
-8,805
-5% -$2.98M 1.11% 25
2025
Q3 		$61.7M Buy
190,821
+57,463
+43% +$17.9M 1.14% 23
2025
Q2 		$51.9M Sell
133,358
-9,363
-7% -$3.77M 1.21% 34
2025
Q1 		$62.1M Buy
142,721
+1,573
+1% +$631K 1.83% 8
2024
Q4 		$52.1M Buy
141,148
+37,960
+37% +$15.9M 1.74% 13
2024
Q3 		$53.7M Buy
103,188
+6,115
+6% +$3.27M 1.78% 21
2024
Q2 		$52.6M Sell
97,073
-10,055
-9% -$5.31M 2.01% 13
2024
Q1 		$55.6M Buy
107,128
+645
+0.6% +$321K 2.17% 12
2023
Q4 		$50.2M Sell
106,483
-8,234
-7% -$3.81M 2.13% 21
2023
Q3 		$50M Sell
114,717
-4,361
-4% -$1.98M 2.36% 16
2023
Q2 		$52.9M Buy
119,078
+19,189
+19% +$8.85M 2.43% 7
2023
Q1 		$45.9M Buy
99,889
+18,503
+23% +$8.81M 2.25% 19
2022
Q4 		$41.7M Buy
+81,386
New +$41.3M 2.4% 19

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

Harvest Portfolios Group's ELV Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Elevance Health (ELV) stake by 11% in Q2 2026, selling an estimated $8.27M and leaving 177,890 shares worth $68.8M. The position accounts for 0.97% of the portfolio, ranked #35.

Harvest Portfolios Group first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Harvest Portfolios Group held 177,890 shares of Elevance Health worth $68.8M as of Q2 2026.
  • Harvest Portfolios Group sold 22,302 Elevance Health shares in Q2 2026, an estimated $8.27M.
  • Elevance Health made up 0.97% of Harvest Portfolios Group's portfolio in Q2 2026, its #35 holding.
  • Harvest Portfolios Group first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.