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IPG Investment Advisors’s Elevance Health ELV Stock Holding History

IPG Investment Advisors’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 		$1.1M Sell
2,848
-996
-26% -$369K 0.16% 118
2026
Q1 		$1.13M Buy
3,844
+1,632
+74% +$536K 0.19% 105
2025
Q4 		$775K Sell
2,212
-4,143
-65% -$1.4M 0.14% 113
2025
Q3 		$2.05M Buy
+6,355
New +$1.98M 0.37% 63

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

IPG Investment Advisors's ELV Position: Q2 2026 in Review

IPG Investment Advisors reduced its Elevance Health (ELV) stake by 26% in Q2 2026, selling an estimated $369K and leaving 2,848 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #118.

IPG Investment Advisors first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q3 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • IPG Investment Advisors held 2,848 shares of Elevance Health worth $1.1M as of Q2 2026.
  • IPG Investment Advisors sold 996 Elevance Health shares in Q2 2026, an estimated $369K.
  • Elevance Health made up 0.16% of IPG Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • IPG Investment Advisors first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • IPG Investment Advisors's Elevance Health position peaked at $2.05M in Q3 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.