Lido Advisors’s Elevance Health ELV Stock Holding History

Lido 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	$773K	Buy	+2,000	New	+$742K	﹤0.01%	1233
2025 Q1	–	Sell	-1,100	Closed	-$406K	–	1547
2024 Q4	$406K	Hold	1,100	–	–	﹤0.01%	1079
2024 Q3	$572K	Hold	1,100	–	–	﹤0.01%	913
2024 Q2	$596K	Hold	1,100	–	–	﹤0.01%	871
2024 Q1	$570K	Hold	1,100	–	–	﹤0.01%	862
2023 Q4	$519K	Hold	1,100	–	–	﹤0.01%	849
2023 Q3	$479K	Hold	1,100	–	–	﹤0.01%	759
2023 Q2	$489K	Buy	+1,100	New	+$507K	﹤0.01%	750
2021 Q4	–	Sell	-700	Closed	-$260K	–	1003
2021 Q3	$260K	Hold	700	–	–	﹤0.01%	796
2021 Q2	$267K	Hold	700	–	–	﹤0.01%	761
2021 Q1	$251K	Hold	700	–	–	﹤0.01%	732
2020 Q4	$224K	Buy	+700	New	+$215K	﹤0.01%	728

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lido Advisors's ELV Position: Q2 2026 in Review

Lido Advisors increased its Elevance Health (ELV) stake by 123% in Q2 2026, buying an estimated $2.23M and bringing the position to 10,877 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #544.

Lido Advisors first reported a position in ELV in Q1 2018 and has held it in 34 quarters since. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Lido Advisors held 10,877 shares of Elevance Health worth $4.21M as of Q2 2026.
Lido Advisors bought 6,009 Elevance Health shares in Q2 2026, an estimated $2.23M.
Elevance Health made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #544 holding.
Lido Advisors first reported a position in Elevance Health in Q1 2018 and has held it in 34 quarters since.
1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.