HA
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HFG Advisors’s Elevance Health ELV Stock Holding History

HFG 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 		$234K Buy
+605
New +$224K 0.15% 103
2026
Q1 		– Sell
-605
Closed -$212K – 122
2025
Q4 		$212K Sell
605
-47
-7% -$15.9K 0.15% 101
2025
Q3 		$211K Buy
652
+3
+0.5% +$933 0.16% 98
2025
Q2 		$253K Buy
649
+2
+0.3% +$804 0.2% 80
2025
Q1 		$281K Buy
647
+3
+0.5% +$1.2K 0.24% 70
2024
Q4 		$238K Sell
644
-263
-29% -$110K 0.21% 79
2024
Q3 		$471K Buy
907
+2
+0.2% +$1.07K 0.42% 50
2024
Q2 		$490K Buy
905
+2
+0.2% +$1.06K 0.46% 48
2024
Q1 		$468K Sell
903
-45
-5% -$22.4K 0.42% 54
2023
Q4 		$447K Buy
948
+2
+0.2% +$925 0.43% 52
2023
Q3 		$412K Buy
946
+50
+6% +$22.7K 0.45% 55
2023
Q2 		$398K Buy
896
+2
+0.2% +$923 0.42% 54
2023
Q1 		$411K Buy
894
+2
+0.2% +$952 0.47% 50
2022
Q4 		$457K Buy
892
+2
+0.2% +$1.01K 0.54% 45
2022
Q3 		$404K Sell
890
-283
-24% -$135K 0.56% 43
2022
Q2 		$566K Buy
1,173
+1
+0.1% +$495 0.76% 41
2022
Q1 		$575K Sell
1,172
-197
-14% -$90K 0.66% 38
2021
Q4 		$635K Buy
+1,369
New +$576K 0.72% 38

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

HFG Advisors's ELV Position: Q2 2026 in Review

HFG Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 605 shares worth $234K. The stake represents 0.15% of the portfolio and ranks #103 among its holdings. This is a return to the name: HFG Advisors previously reported a position in ELV as recently as Q4 2025.

HFG Advisors first reported a position in ELV in Q4 2021 and has held it in 18 quarters since. The position peaked at $635K in Q4 2021. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • HFG Advisors held 605 shares of Elevance Health worth $234K as of Q2 2026.
  • Elevance Health was a new HFG Advisors position in Q2 2026.
  • Elevance Health made up 0.15% of HFG Advisors's portfolio in Q2 2026, its #103 holding.
  • HFG Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 18 quarters since.
  • HFG Advisors's Elevance Health position peaked at $635K in Q4 2021.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.