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KLCM Advisors’s Elevance Health ELV Stock Holding History

KLCM 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 		$214K Buy
+552
New +$205K 0.02% 275
2025
Q3 		– Sell
-551
Closed -$214K – 182
2025
Q2 		$214K Hold
551
– – 0.02% 154
2025
Q1 		$240K Hold
551
– – 0.03% 149
2024
Q4 		$203K Hold
551
– – 0.02% 158
2024
Q3 		$287K Hold
551
– – 0.03% 133
2024
Q2 		$299K Hold
551
– – 0.04% 129
2024
Q1 		$286K Hold
551
– – 0.04% 130
2023
Q4 		$260K Buy
+551
New +$255K 0.04% 124

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

KLCM Advisors's ELV Position: Q2 2026 in Review

KLCM Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 552 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings. This is a return to the name: KLCM Advisors previously reported a position in ELV as recently as Q2 2025.

KLCM Advisors first reported a position in ELV in Q4 2023 and has held it in 8 quarters since. The position peaked at $299K in Q2 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • KLCM Advisors held 552 shares of Elevance Health worth $214K as of Q2 2026.
  • Elevance Health was a new KLCM Advisors position in Q2 2026.
  • Elevance Health made up 0.02% of KLCM Advisors's portfolio in Q2 2026, its #275 holding.
  • KLCM Advisors first reported a position in Elevance Health in Q4 2023 and has held it in 8 quarters since.
  • KLCM Advisors's Elevance Health position peaked at $299K in Q2 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.