HIA
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HFM Investment Advisors’s Elevance Health ELV Stock Holding History

HFM Investment 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 		$98.1K Buy
254
+10
+4% +$3.71K 0.03% 40
2026
Q1 		$71.6K Sell
244
-9
-4% -$2.96K 0.03% 42
2025
Q4 		$88.4K Buy
253
+12
+5% +$4.05K 0.03% 41
2025
Q3 		$77.9K Sell
241
-1
-0.4% -$311 0.03% 40
2025
Q2 		$94K Buy
242
+4
+2% +$1.61K 0.04% 33
2025
Q1 		$103K Buy
+238
New +$95.5K 0.05% 27

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

HFM Investment Advisors's ELV Position: Q2 2026 in Review

HFM Investment Advisors increased its Elevance Health (ELV) stake by 4.1% in Q2 2026, buying an estimated $3.71K and bringing the position to 254 shares worth $98.1K. The position accounts for 0.03% of the portfolio, ranked #40.

HFM Investment Advisors first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. The position peaked at $103K in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • HFM Investment Advisors held 254 shares of Elevance Health worth $98.1K as of Q2 2026.
  • HFM Investment Advisors bought 10 Elevance Health shares in Q2 2026, an estimated $3.71K.
  • Elevance Health made up 0.03% of HFM Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • HFM Investment Advisors first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Elevance Health position peaked at $103K in Q1 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.