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LM Advisors’s Elevance Health ELV Stock Holding History

LM 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 		$311K Buy
802
+566
+240% +$210K 0.04% 188
2026
Q1 		$807 Sell
236
-443
-65% -$146K 0.01% 203
2025
Q4 		$1.94K Sell
679
-1,321
-66% -$446K 0.03% 184
2025
Q3 		$646K Buy
2,000
+1,000
+100% +$311K 0.09% 116
2025
Q2 		$389K Sell
1,000
-5
-0.5% -$2.01K 0.05% 138
2025
Q1 		$437K Buy
+1,005
New +$403K 0.08% 167
2024
Q1 		– Sell
-250
Closed -$118K – 356
2023
Q4 		$118K Buy
+250
New +$116K 0.02% 235

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

LM Advisors's ELV Position: Q2 2026 in Review

LM Advisors increased its Elevance Health (ELV) stake by 240% in Q2 2026, buying an estimated $210K and bringing the position to 802 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #188.

LM Advisors first reported a position in ELV in Q4 2023 and has held it in 7 quarters since. The position peaked at $646K in Q3 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • LM Advisors held 802 shares of Elevance Health worth $311K as of Q2 2026.
  • LM Advisors bought 566 Elevance Health shares in Q2 2026, an estimated $210K.
  • Elevance Health made up 0.04% of LM Advisors's portfolio in Q2 2026, its #188 holding.
  • LM Advisors first reported a position in Elevance Health in Q4 2023 and has held it in 7 quarters since.
  • LM Advisors's Elevance Health position peaked at $646K in Q3 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.