LOIM
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Liberty One Investment Management’s Elevance Health ELV Stock Holding History

Liberty One Investment Management’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 		$391K Buy
1,012
+82
+9% +$30.4K 0.04% 129
2026
Q1 		$272K Buy
930
+870
+1,450% +$286K 0.03% 147
2025
Q4 		$20.9K Sell
60
-14,139
-100% -$4.78M ﹤0.01% 140
2025
Q3 		$4.59M Buy
14,199
+1,405
+11% +$437K 0.26% 68
2025
Q2 		$4.98M Buy
12,794
+2,133
+20% +$858K 0.5% 54
2025
Q1 		$4.64M Buy
10,661
+1,582
+17% +$635K 0.47% 60
2024
Q4 		$3.35M Buy
9,079
+1,096
+14% +$459K 0.36% 67
2024
Q3 		$4.15M Buy
7,983
+439
+6% +$235K 0.42% 62
2024
Q2 		$4.09M Buy
7,544
+831
+12% +$439K 0.46% 46
2024
Q1 		$3.48M Buy
6,713
+702
+12% +$349K 0.39% 54
2023
Q4 		$2.83M Buy
6,011
+355
+6% +$164K 0.35% 58
2023
Q3 		$2.46M Buy
5,656
+337
+6% +$153K 0.36% 57
2023
Q2 		$2.36M Buy
5,319
+237
+5% +$109K 0.31% 65
2023
Q1 		$2.34M Buy
5,082
+415
+9% +$197K 0.32% 66
2022
Q4 		$2.39M Sell
4,667
-27
-0.6% -$13.7K 0.34% 46
2022
Q3 		$2.13M Sell
4,694
-240
-5% -$115K 0.35% 44
2022
Q2 		$1.88M Sell
4,934
-179
-4% -$88.6K 0.32% 48
2022
Q1 		$2.51M Buy
5,113
+54
+1% +$24.7K 0.38% 44
2021
Q4 		$2.35M Buy
5,059
+141
+3% +$59.3K 0.35% 47
2021
Q3 		$1.83M Sell
4,918
-16
-0.3% -$6.08K 0.31% 50
2021
Q2 		$1.88M Buy
4,934
+83
+2% +$31.7K 0.32% 48
2021
Q1 		$1.74M Buy
4,851
+208
+4% +$66.9K 0.31% 47
2020
Q4 		$1.49M Buy
4,643
+220
+5% +$67.5K 0.28% 55
2020
Q3 		$1.19M Buy
4,423
+262
+6% +$70.5K 0.24% 58
2020
Q2 		$1.09M Buy
4,161
+207
+5% +$55.2K 0.25% 58
2020
Q1 		$898K Buy
3,954
+133
+3% +$36.2K 0.23% 63
2019
Q4 		$1.15M Buy
+3,821
New +$1.05M 0.25% 66

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

Liberty One Investment Management's ELV Position: Q2 2026 in Review

Liberty One Investment Management increased its Elevance Health (ELV) stake by 8.8% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,012 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #129.

Liberty One Investment Management first reported a position in ELV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.98M in Q2 2025. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Liberty One Investment Management held 1,012 shares of Elevance Health worth $391K as of Q2 2026.
  • Liberty One Investment Management bought 82 Elevance Health shares in Q2 2026, an estimated $30.4K.
  • Elevance Health made up 0.04% of Liberty One Investment Management's portfolio in Q2 2026, its #129 holding.
  • Liberty One Investment Management first reported a position in Elevance Health in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Elevance Health position peaked at $4.98M in Q2 2025.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.