LEA
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Legacy Edge Advisors’s Elevance Health ELV Stock Holding History

Legacy Edge 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 		$259K Buy
+669
New +$248K 0.02% 206
2024
Q4 		– Sell
-402
Closed -$209K – 183
2024
Q3 		$209K Sell
402
-2
-0.5% -$1.07K 0.03% 176
2024
Q2 		$219K Sell
404
-4
-1% -$2.11K 0.04% 167
2024
Q1 		$212K Buy
+408
New +$203K 0.04% 161

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

Legacy Edge Advisors's ELV Position: Q2 2026 in Review

Legacy Edge Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 669 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #206 among its holdings. This is a return to the name: Legacy Edge Advisors previously reported a position in ELV as recently as Q3 2024.

Legacy Edge Advisors first reported a position in ELV in Q1 2024 and has held it in 4 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Legacy Edge Advisors held 669 shares of Elevance Health worth $259K as of Q2 2026.
  • Elevance Health was a new Legacy Edge Advisors position in Q2 2026.
  • Elevance Health made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #206 holding.
  • Legacy Edge Advisors first reported a position in Elevance Health in Q1 2024 and has held it in 4 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.