Hoey Investments’s Elevance Health ELV Stock Holding History

Hoey Investments’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	$2.71K	Hold	7	–	–	﹤0.01%	343
2026 Q1	$2.05K	Hold	7	–	–	﹤0.01%	341
2025 Q4	$2.45K	Hold	7	–	–	﹤0.01%	337
2025 Q3	$2.26K	Hold	7	–	–	﹤0.01%	335
2025 Q2	$2.72K	Hold	7	–	–	﹤0.01%	325
2025 Q1	$3.04K	Hold	7	–	–	﹤0.01%	280
2024 Q4	$2.58K	Hold	7	–	–	﹤0.01%	279
2024 Q3	$3.79K	Hold	7	–	–	﹤0.01%	269
2024 Q2	$3.79K	Hold	7	–	–	﹤0.01%	269
2024 Q1	$3.63K	Hold	7	–	–	﹤0.01%	266
2023 Q4	$3.3K	Hold	7	–	–	﹤0.01%	271
2023 Q3	$3.05K	Hold	7	–	–	﹤0.01%	280
2023 Q2	$3.11K	Hold	7	–	–	﹤0.01%	276
2023 Q1	$3.22K	Buy	+7	New	+$3.33K	﹤0.01%	281

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Hoey Investments's ELV Position: Q2 2026 in Review

Hoey Investments held its Elevance Health (ELV) position steady in Q2 2026 at 7 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Hoey Investments first reported a position in ELV in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.79K in Q3 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Hoey Investments held 7 shares of Elevance Health worth $2.71K as of Q2 2026.
Hoey Investments left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #343 holding.
Hoey Investments first reported a position in Elevance Health in Q1 2023 and has held it in 14 quarters since.
Hoey Investments's Elevance Health position peaked at $3.79K in Q3 2024.
917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.