HA
ELV icon

Heartland Advisors’s Elevance Health ELV Stock Holding History

Heartland 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 		$2.95M Buy
7,623
+792
+12% +$294K 0.13% 192
2026
Q1 		$2M Buy
6,831
+145
+2% +$47.7K 0.1% 197
2025
Q4 		$2.34M Buy
+6,686
New +$2.26M 0.13% 192
2023
Q1 		– Sell
-3,751
Closed -$1.92M – 180
2022
Q4 		$1.92M Buy
3,751
+27
+0.7% +$13.7K 0.12% 165
2022
Q3 		$1.69M Sell
3,724
-6
-0.2% -$2.87K 0.13% 163
2022
Q2 		$1.8M Buy
3,730
+19
+0.5% +$9.4K 0.13% 174
2022
Q1 		$1.82M Buy
3,711
+70
+2% +$32K 0.11% 181
2021
Q4 		$1.69M Buy
+3,641
New +$1.53M 0.1% 194

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

Heartland Advisors's ELV Position: Q2 2026 in Review

Heartland Advisors increased its Elevance Health (ELV) stake by 12% in Q2 2026, buying an estimated $294K and bringing the position to 7,623 shares worth $2.95M. The position accounts for 0.13% of the portfolio, ranked #192.

Heartland Advisors first reported a position in ELV in Q4 2021 and has held it in 8 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Heartland Advisors held 7,623 shares of Elevance Health worth $2.95M as of Q2 2026.
  • Heartland Advisors bought 792 Elevance Health shares in Q2 2026, an estimated $294K.
  • Elevance Health made up 0.13% of Heartland Advisors's portfolio in Q2 2026, its #192 holding.
  • Heartland Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 8 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.