IMA Advisory Services’s Elevance Health ELV Stock Holding History

IMA Advisory Services’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	$1.34M	Sell	3,459 -71	-2%	-$26.3K	0.08%	152
2026 Q1	$1.03M	Sell	3,530 -39	-1%	-$12.8K	0.1%	122
2025 Q4	$1.25M	Sell	3,569 -191	-5%	-$64.5K	0.12%	117
2025 Q3	$1.21M	Buy	3,760 +113	+3%	+$35.1K	0.12%	115
2025 Q2	$1.42M	Buy	3,647 +235	+7%	+$94.5K	0.15%	99
2025 Q1	$1.48M	Sell	3,412 -214	-6%	-$85.9K	0.18%	95
2024 Q4	$1.34M	Sell	3,626 -871	-19%	-$364K	0.16%	104
2024 Q3	$2.34M	Sell	4,497 -175	-4%	-$93.5K	0.51%	58
2024 Q2	$2.53M	Buy	+4,672	New	+$2.47M	1.12%	29
2023 Q4	–	Sell	-5,949	Closed	-$2.59M	–	119
2023 Q3	$2.59M	Sell	5,949 -174	-3%	-$78.9K	0.67%	52
2023 Q2	$2.72M	Buy	6,123 +890	+17%	+$411K	0.7%	51
2023 Q1	$2.41M	Buy	+5,233	New	+$2.49M	0.62%	51
2022 Q4	–	Sell	-1	Closed	–	–	378
2022 Q3	$0	Buy	+1	New	+$478	﹤0.01%	359
2020 Q1	–	Sell	-20	Closed	-$6K	–	262
2019 Q4	$6K	Hold	20	–	–	﹤0.01%	237
2019 Q3	$5K	Hold	20	–	–	﹤0.01%	246
2019 Q2	$6K	Buy	+20	New	+$5.46K	﹤0.01%	224
2018 Q3	–	Sell	-6	Closed	-$1K	–	377
2018 Q2	$1K	Buy	+6	New	+$1.39K	﹤0.01%	426
2016 Q4	–	Sell	-4,016	Closed	-$503K	–	116
2016 Q3	$503K	Buy	4,016 +756	+23%	+$97.6K	0.29%	81
2016 Q2	$428K	Sell	3,260 -160	-5%	-$21.9K	0.27%	80
2016 Q1	$456K	Sell	3,420 -20	-0.6%	-$2.67K	0.26%	79
2015 Q4	$460K	Buy	+3,440	New	+$474K	0.28%	80

Other funds holding ELV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IMA Advisory Services's ELV Position: Q2 2026 in Review

IMA Advisory Services reduced its Elevance Health (ELV) stake by 2% in Q2 2026, selling an estimated $26.3K and leaving 3,459 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #152.

IMA Advisory Services first reported a position in ELV in Q4 2015 and has held it in 21 quarters since. The position peaked at $2.72M in Q2 2023. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

IMA Advisory Services held 3,459 shares of Elevance Health worth $1.34M as of Q2 2026.
IMA Advisory Services sold 71 Elevance Health shares in Q2 2026, an estimated $26.3K.
Elevance Health made up 0.08% of IMA Advisory Services's portfolio in Q2 2026, its #152 holding.
IMA Advisory Services first reported a position in Elevance Health in Q4 2015 and has held it in 21 quarters since.
IMA Advisory Services's Elevance Health position peaked at $2.72M in Q2 2023.
1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.