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IFG Advisory’s Elevance Health ELV Stock Holding History

IFG Advisory’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 		$153K Buy
+395
New +$146K 0.01% 950
2023
Q1 		– Sell
-392
Closed -$201K – 511
2022
Q4 		$201K Buy
+392
New +$199K 0.02% 466
2022
Q2 		– Sell
-1,186
Closed -$582K – 481
2022
Q1 		$582K Buy
1,186
+29
+3% +$13.3K 0.06% 281
2021
Q4 		$536K Sell
1,157
-49
-4% -$20.6K 0.05% 286
2021
Q3 		$449K Sell
1,206
-27
-2% -$10.3K 0.05% 316
2021
Q2 		$470K Sell
1,233
-1,438
-54% -$550K 0.05% 301
2021
Q1 		$958K Buy
2,671
+200
+8% +$64.3K 0.12% 195
2020
Q4 		$793K Buy
2,471
+31
+1% +$9.51K 0.11% 200
2020
Q3 		$655K Buy
2,440
+543
+29% +$146K 0.11% 203
2020
Q2 		$498K Buy
1,897
+34
+2% +$9.07K 0.09% 220
2020
Q1 		$422K Buy
1,863
+160
+9% +$43.6K 0.09% 216
2019
Q4 		$514K Buy
1,703
+102
+6% +$28.1K 0.09% 231
2019
Q3 		$384K Buy
1,601
+704
+78% +$193K 0.07% 265
2019
Q2 		$253K Sell
897
-455
-34% -$124K 0.04% 298
2019
Q1 		$387K Sell
1,352
-238
-15% -$68.8K 0.07% 227
2018
Q4 		$417K Sell
1,590
-370
-19% -$102K 0.1% 198
2018
Q3 		$537K Buy
1,960
+135
+7% +$35K 0.1% 194
2018
Q2 		$434K Sell
1,825
-3
-0.2% -$695 0.09% 215
2018
Q1 		$401K Buy
1,828
+46
+3% +$10.8K 0.09% 218
2017
Q4 		$400K Buy
+1,782
New +$380K 0.09% 209

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

IFG Advisory's ELV Position: Q2 2026 in Review

IFG Advisory opened a new position in Elevance Health (ELV) in Q2 2026: 395 shares worth $153K. The stake represents 0.01% of the portfolio and ranks #950 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ELV as recently as Q4 2022.

IFG Advisory first reported a position in ELV in Q4 2017 and has held it in 20 quarters since. The position peaked at $958K in Q1 2021. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • IFG Advisory held 395 shares of Elevance Health worth $153K as of Q2 2026.
  • Elevance Health was a new IFG Advisory position in Q2 2026.
  • Elevance Health made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #950 holding.
  • IFG Advisory first reported a position in Elevance Health in Q4 2017 and has held it in 20 quarters since.
  • IFG Advisory's Elevance Health position peaked at $958K in Q1 2021.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.