IIM
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Intact Investment Management’s Elevance Health ELV Stock Holding History

Intact Investment Management’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 		– Sell
-3,370
Closed -$987K – 239
2026
Q1 		$987K Hold
3,370
– – 0.03% 217
2025
Q4 		$1.18M Sell
3,370
-1,240
-27% -$419K 0.03% 209
2025
Q3 		$1.49M Buy
4,610
+1,110
+32% +$345K 0.05% 195
2025
Q2 		$1.36M Sell
3,500
-250
-7% -$101K 0.05% 209
2025
Q1 		$1.63M Sell
3,750
-400
-10% -$161K 0.06% 191
2024
Q4 		$1.53M Buy
4,150
+2,390
+136% +$1M 0.05% 193
2024
Q3 		$915K Buy
+1,760
New +$940K 0.03% 205
2024
Q1 		– Sell
-2,400
Closed -$1.13M – 261
2023
Q4 		$1.13M Buy
2,400
+500
+26% +$231K 0.05% 191
2023
Q3 		$827K Buy
+1,900
New +$862K 0.04% 201
2023
Q1 		– Sell
-1,900
Closed -$975K – 261
2022
Q4 		$975K Sell
1,900
-500
-21% -$254K 0.04% 181
2022
Q3 		$1.09M Buy
2,400
+800
+50% +$383K 0.04% 188
2022
Q2 		$772K Buy
+1,600
New +$792K 0.02% 197
2018
Q3 		– Sell
-980
Closed -$233K – 263
2018
Q2 		$233K Buy
+980
New +$227K 0.01% 229
2018
Q1 		– Sell
-1,200
Closed -$270K – 267
2017
Q4 		$270K Hold
1,200
– – 0.01% 197
2017
Q3 		$228K Hold
1,200
– – 0.01% 219
2017
Q2 		$226K Buy
+1,200
New +$216K 0.01% 243
2017
Q1 		– Sell
-1,500
Closed -$216K – 273
2016
Q4 		$216K Sell
1,500
-2,500
-63% -$335K 0.01% 259
2016
Q3 		$501K Buy
+4,000
New +$516K 0.02% 201

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

Intact Investment Management's ELV Position: Q2 2026 in Review

Intact Investment Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 3,370 shares — an estimated $987K sold.

Intact Investment Management first reported a position in ELV in Q3 2016 and held it in 18 quarters. The position peaked at $1.63M in Q1 2025. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Intact Investment Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Intact Investment Management sold 3,370 Elevance Health shares in Q2 2026, an estimated $987K.
  • Intact Investment Management first reported a position in Elevance Health in Q3 2016 and held it in 18 quarters.
  • Intact Investment Management's Elevance Health position peaked at $1.63M in Q1 2025.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.