LJAC
ELV icon

L.J. Altfest & Co’s Elevance Health ELV Stock Holding History

L.J. Altfest & Co’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 		$297K Hold
767
– – 0.03% 266
2026
Q1 		$225K Hold
767
– – 0.02% 303
2025
Q4 		$269K Hold
767
– – 0.03% 294
2025
Q3 		$248K Hold
767
– – 0.03% 307
2025
Q2 		$298K Sell
767
-9
-1% -$3.62K 0.04% 283
2025
Q1 		$338K Hold
776
– – 0.04% 255
2024
Q4 		$286K Sell
776
-1
-0.1% -$418 0.04% 274
2024
Q3 		$404K Sell
777
-3
-0.4% -$1.6K 0.05% 239
2024
Q2 		$422K Buy
780
+11
+1% +$5.81K 0.06% 217
2024
Q1 		$399K Sell
769
-555
-42% -$276K 0.06% 216
2023
Q4 		$625K Buy
1,324
+68
+5% +$31.4K 0.09% 156
2023
Q3 		$547K Buy
1,256
+499
+66% +$226K 0.09% 165
2023
Q2 		$336K Buy
757
+1
+0.1% +$461 0.05% 224
2023
Q1 		$347K Hold
756
– – 0.05% 207
2022
Q4 		$388K Buy
756
+1
+0.1% +$508 0.06% 176
2022
Q3 		$343K Hold
755
– – 0.06% 187
2022
Q2 		$364K Sell
755
-14
-2% -$6.93K 0.07% 179
2022
Q1 		$378K Buy
769
+14
+2% +$6.4K 0.07% 180
2021
Q4 		$350K Hold
755
– – 0.07% 191
2021
Q3 		$281K Hold
755
– – 0.06% 215
2021
Q2 		$288K Buy
755
+1
+0.1% +$382 0.06% 213
2021
Q1 		$271K Hold
754
– – 0.06% 218
2020
Q4 		$242K Hold
754
– – 0.06% 224
2020
Q3 		$203K Buy
+754
New +$203K 0.05% 216
2015
Q4 		– Sell
-775
Closed -$109K – 102
2015
Q3 		$109K Buy
+775
New +$116K 0.11% 111

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

L.J. Altfest & Co's ELV Position: Q2 2026 in Review

L.J. Altfest & Co held its Elevance Health (ELV) position steady in Q2 2026 at 767 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #266.

L.J. Altfest & Co first reported a position in ELV in Q3 2015 and has held it in 25 quarters since. The position peaked at $625K in Q4 2023. 1,608 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • L.J. Altfest & Co held 767 shares of Elevance Health worth $297K as of Q2 2026.
  • L.J. Altfest & Co left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #266 holding.
  • L.J. Altfest & Co first reported a position in Elevance Health in Q3 2015 and has held it in 25 quarters since.
  • L.J. Altfest & Co's Elevance Health position peaked at $625K in Q4 2023.
  • 1,608 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.