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Lifeworks Advisors’s Elevance Health ELV Stock Holding History

Lifeworks 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 		$765K Buy
1,978
+66
+3% +$24.5K 0.08% 158
2026
Q1 		$560K Buy
1,912
+298
+18% +$97.9K 0.07% 182
2025
Q4 		$566K Buy
1,614
+144
+10% +$48.7K 0.07% 200
2025
Q3 		$475K Buy
1,470
+175
+14% +$54.4K 0.06% 213
2025
Q2 		$504K Buy
1,295
+51
+4% +$20.5K 0.08% 193
2025
Q1 		$541K Buy
1,244
+47
+4% +$18.9K 0.09% 175
2024
Q4 		$442K Buy
1,197
+160
+15% +$67K 0.08% 184
2024
Q3 		$539K Buy
1,037
+25
+2% +$13.4K 0.11% 153
2024
Q2 		$548K Sell
1,012
-68
-6% -$35.9K 0.15% 121
2024
Q1 		$560K Buy
1,080
+147
+16% +$73.1K 0.16% 121
2023
Q4 		$440K Buy
933
+13
+1% +$6.01K 0.15% 126
2023
Q3 		$401K Buy
920
+32
+4% +$14.5K 0.16% 133
2023
Q2 		$395K Buy
888
+4
+0.5% +$1.84K 0.17% 118
2023
Q1 		$406K Buy
884
+20
+2% +$9.52K 0.19% 113
2022
Q4 		$443K Sell
864
-391
-31% -$199K 0.25% 85
2022
Q3 		$686K Sell
1,255
-178
-12% -$85.2K 0.39% 84
2022
Q2 		$692K Buy
1,433
+9
+0.6% +$4.45K 0.44% 78
2022
Q1 		$699K Sell
1,424
-440
-24% -$201K 0.46% 80
2021
Q4 		$864K Buy
+1,864
New +$784K 0.69% 47

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

Lifeworks Advisors's ELV Position: Q2 2026 in Review

Lifeworks Advisors increased its Elevance Health (ELV) stake by 3.5% in Q2 2026, buying an estimated $24.5K and bringing the position to 1,978 shares worth $765K. The position accounts for 0.08% of the portfolio, ranked #158.

Lifeworks Advisors first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $864K in Q4 2021. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Lifeworks Advisors held 1,978 shares of Elevance Health worth $765K as of Q2 2026.
  • Lifeworks Advisors bought 66 Elevance Health shares in Q2 2026, an estimated $24.5K.
  • Elevance Health made up 0.08% of Lifeworks Advisors's portfolio in Q2 2026, its #158 holding.
  • Lifeworks Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's Elevance Health position peaked at $864K in Q4 2021.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.