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McAdam LLC’s Elevance Health ELV Stock Holding History

McAdam LLC’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 		$428K Buy
+1,108
New +$411K 0.02% 304
2018
Q4 		– Sell
-6
Closed -$2K – 199
2018
Q3 		$2K Hold
6
– – ﹤0.01% 511
2018
Q2 		$1K Buy
+6
New +$1.39K ﹤0.01% 542

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

McAdam LLC's ELV Position: Q2 2026 in Review

McAdam LLC opened a new position in Elevance Health (ELV) in Q2 2026: 1,108 shares worth $428K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: McAdam LLC previously reported a position in ELV as recently as Q3 2018.

McAdam LLC first reported a position in ELV in Q2 2018 and has held it in 3 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • McAdam LLC held 1,108 shares of Elevance Health worth $428K as of Q2 2026.
  • Elevance Health was a new McAdam LLC position in Q2 2026.
  • Elevance Health made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #304 holding.
  • McAdam LLC first reported a position in Elevance Health in Q2 2018 and has held it in 3 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.