MFG
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Merit Financial Group’s Elevance Health ELV Stock Holding History

Merit Financial Group’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 		$3.17M Buy
8,206
+2,622
+47% +$972K 0.02% 567
2026
Q1 		$1.63M Sell
5,584
-1,706
-23% -$561K 0.01% 765
2025
Q4 		$2.56M Buy
7,290
+318
+5% +$107K 0.02% 548
2025
Q3 		$2.25M Buy
6,972
+3,531
+103% +$1.1M 0.02% 532
2025
Q2 		$1.34M Sell
3,441
-2,952
-46% -$1.19M 0.01% 656
2025
Q1 		$2.78M Buy
6,393
+2,975
+87% +$1.19M 0.04% 342
2024
Q4 		$1.26M Buy
3,418
+192
+6% +$80.3K 0.02% 447
2024
Q3 		$1.68M Sell
3,226
-318
-9% -$170K 0.04% 305
2024
Q2 		$1.92M Buy
3,544
+66
+2% +$34.9K 0.04% 275
2024
Q1 		$1.83M Buy
3,478
+1,614
+87% +$803K 0.04% 276
2023
Q4 		$879K Sell
1,864
-926
-33% -$428K 0.03% 345
2023
Q3 		$1.21M Buy
2,790
+99
+4% +$44.9K 0.04% 294
2023
Q2 		$1.2M Buy
2,691
+978
+57% +$451K 0.04% 305
2023
Q1 		$788K Buy
1,713
+403
+31% +$192K 0.03% 322
2022
Q4 		$672K Buy
1,310
+70
+6% +$35.5K 0.02% 365
2022
Q3 		$563K Sell
1,240
-91
-7% -$43.5K 0.02% 335
2022
Q2 		$642K Buy
1,331
+813
+157% +$402K 0.02% 314
2022
Q1 		$254K Buy
518
+33
+7% +$15.1K 0.02% 323
2021
Q4 		$225K Buy
+485
New +$204K 0.02% 253

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

Merit Financial Group's ELV Position: Q2 2026 in Review

Merit Financial Group increased its Elevance Health (ELV) stake by 47% in Q2 2026, buying an estimated $972K and bringing the position to 8,206 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #567.

Merit Financial Group first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Merit Financial Group held 8,206 shares of Elevance Health worth $3.17M as of Q2 2026.
  • Merit Financial Group bought 2,622 Elevance Health shares in Q2 2026, an estimated $972K.
  • Elevance Health made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #567 holding.
  • Merit Financial Group first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.