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Kestra Investment Management’s Elevance Health ELV Stock Holding History

Kestra 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 		$829K Buy
+2,144
New +$795K 0.02% 253
2026
Q1 		– Sell
-1,036
Closed -$363K – 462
2025
Q4 		$363K Buy
+1,036
New +$350K 0.01% 328
2025
Q3 		– Sell
-709
Closed -$276K – 519
2025
Q2 		$276K Buy
709
+122
+21% +$49.1K 0.01% 378
2025
Q1 		$255K Sell
587
-627
-52% -$252K 0.01% 349
2024
Q4 		$448K Sell
1,214
-151
-11% -$63.2K 0.02% 243
2024
Q3 		$710K Buy
+1,365
New +$729K 0.03% 158

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

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

Kestra Investment Management opened a new position in Elevance Health (ELV) in Q2 2026: 2,144 shares worth $829K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in ELV as recently as Q4 2025.

Kestra Investment Management first reported a position in ELV in Q3 2024 and has held it in 6 quarters since. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Kestra Investment Management held 2,144 shares of Elevance Health worth $829K as of Q2 2026.
  • Elevance Health was a new Kestra Investment Management position in Q2 2026.
  • Elevance Health made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #253 holding.
  • Kestra Investment Management first reported a position in Elevance Health in Q3 2024 and has held it in 6 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.