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Lebenthal Global Advisors’s Elevance Health ELV Stock Holding History

Lebenthal Global 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 		$634K Buy
+1,639
New +$608K 0.09% 152
2025
Q4 		– Sell
-1,257
Closed -$406K – 194
2025
Q3 		$406K Sell
1,257
-288
-19% -$89.6K 0.07% 158
2025
Q2 		$601K Buy
1,545
+238
+18% +$95.7K 0.11% 124
2025
Q1 		$568K Buy
+1,307
New +$525K 0.11% 122
2024
Q4 		– Sell
-525
Closed -$273K – 199
2024
Q3 		$273K Buy
525
+22
+4% +$11.8K 0.06% 165
2024
Q2 		$273K Buy
503
+3
+0.6% +$1.59K 0.06% 161
2024
Q1 		$259K Buy
500
+43
+9% +$21.4K 0.06% 171
2023
Q4 		$216K Buy
+457
New +$211K 0.05% 181

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

Lebenthal Global Advisors's ELV Position: Q2 2026 in Review

Lebenthal Global Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 1,639 shares worth $634K. The stake represents 0.09% of the portfolio and ranks #152 among its holdings. This is a return to the name: Lebenthal Global Advisors previously reported a position in ELV as recently as Q3 2025.

Lebenthal Global Advisors first reported a position in ELV in Q4 2023 and has held it in 8 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Lebenthal Global Advisors held 1,639 shares of Elevance Health worth $634K as of Q2 2026.
  • Elevance Health was a new Lebenthal Global Advisors position in Q2 2026.
  • Elevance Health made up 0.09% of Lebenthal Global Advisors's portfolio in Q2 2026, its #152 holding.
  • Lebenthal Global Advisors first reported a position in Elevance Health in Q4 2023 and has held it in 8 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.