KF
ELV icon

Krilogy Financial’s Elevance Health ELV Stock Holding History

Krilogy Financial’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 		$663K Buy
1,715
+420
+32% +$156K 0.02% 536
2026
Q1 		$409K Sell
1,295
-1,176
-48% -$387K 0.01% 641
2025
Q4 		$931K Buy
2,471
+657
+36% +$222K 0.03% 364
2025
Q3 		$577K Buy
+1,814
New +$564K 0.02% 481
2018
Q4 		– Sell
-284
Closed -$78K – 282
2018
Q3 		$78K Buy
+284
New +$73.7K 0.02% 253
2018
Q2 		– Sell
-161
Closed -$35K – 290
2018
Q1 		$35K Hold
161
– – 0.01% 366
2017
Q4 		$36K Hold
161
– – 0.01% 361
2017
Q3 		$31K Sell
161
-687
-81% -$131K 0.01% 413
2017
Q2 		$160K Buy
+848
New +$152K 0.04% 157

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

Krilogy Financial's ELV Position: Q2 2026 in Review

Krilogy Financial increased its Elevance Health (ELV) stake by 32% in Q2 2026, buying an estimated $156K and bringing the position to 1,715 shares worth $663K. The position accounts for 0.02% of the portfolio, ranked #536.

Krilogy Financial first reported a position in ELV in Q2 2017 and has held it in 9 quarters since. The position peaked at $931K in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Krilogy Financial held 1,715 shares of Elevance Health worth $663K as of Q2 2026.
  • Krilogy Financial bought 420 Elevance Health shares in Q2 2026, an estimated $156K.
  • Elevance Health made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #536 holding.
  • Krilogy Financial first reported a position in Elevance Health in Q2 2017 and has held it in 9 quarters since.
  • Krilogy Financial's Elevance Health position peaked at $931K in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.