Investors Research Corp’s Elevance Health ELV Stock Holding History

Investors Research Corp’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	$109K	Hold	282	–	–	0.02%	318
2026 Q1	$82.6K	Hold	282	–	–	0.02%	347
2025 Q4	$98.9K	Hold	282	–	–	0.02%	368
2025 Q3	$91.1K	Hold	282	–	–	0.02%	378
2025 Q2	$110K	Hold	282	–	–	0.02%	369
2025 Q1	$123K	Buy	282 +47	+20%	+$18.9K	0.03%	355
2024 Q4	$86.7K	Hold	235	–	–	0.02%	405
2024 Q3	$122K	Hold	235	–	–	0.03%	370
2024 Q2	$127K	Hold	235	–	–	0.03%	370
2024 Q1	$122K	Sell	235 -39	-14%	-$19.4K	0.03%	378
2023 Q4	$129K	Buy	274 +39	+17%	+$18K	0.03%	391
2023 Q3	$102K	Hold	235	–	–	0.03%	407
2023 Q2	$104K	Hold	235	–	–	0.03%	406
2023 Q1	$108K	Hold	235	–	–	0.03%	404
2022 Q4	$121K	Hold	235	–	–	0.03%	388
2022 Q3	$107K	Hold	235	–	–	0.03%	383
2022 Q2	$113K	Hold	235	–	–	0.03%	392
2022 Q1	$115K	Hold	235	–	–	0.03%	394
2021 Q4	$109K	Hold	235	–	–	0.03%	390
2021 Q3	$88K	Hold	235	–	–	0.03%	419
2021 Q2	$90K	Hold	235	–	–	0.03%	425
2021 Q1	$84K	Sell	235 -225	-49%	-$72.4K	0.03%	416
2020 Q4	$148K	Hold	460	–	–	0.06%	347
2020 Q3	$124K	Hold	460	–	–	0.06%	349
2020 Q2	$121K	Hold	460	–	–	0.06%	334
2020 Q1	$104K	Hold	460	–	–	0.06%	324
2019 Q4	$139K	Hold	460	–	–	0.06%	343
2019 Q3	$110K	Hold	460	–	–	0.06%	378
2019 Q2	$130K	Hold	460	–	–	0.07%	329
2019 Q1	$132K	Buy	+460	New	+$133K	0.07%	331
2018 Q1	–	Sell	-904	Closed	-$203K	–	343
2017 Q4	$203K	Buy	+904	New	+$193K	0.13%	281

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 $3.37T AUM 44.26% 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

Investors Research Corp's ELV Position: Q2 2026 in Review

Investors Research Corp held its Elevance Health (ELV) position steady in Q2 2026 at 282 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #318.

Investors Research Corp first reported a position in ELV in Q4 2017 and has held it in 31 quarters since. The position peaked at $203K in Q4 2017. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Investors Research Corp held 282 shares of Elevance Health worth $109K as of Q2 2026.
Investors Research Corp left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.02% of Investors Research Corp's portfolio in Q2 2026, its #318 holding.
Investors Research Corp first reported a position in Elevance Health in Q4 2017 and has held it in 31 quarters since.
Investors Research Corp's Elevance Health position peaked at $203K in Q4 2017.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.