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Miller Global Investments’s Elevance Health ELV Stock Holding History

Miller Global Investments’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 		$569K Hold
1,471
– – 0.47% 67
2026
Q1 		$431K Sell
1,471
-14
-0.9% -$4.6K 0.39% 80
2025
Q4 		$521K Buy
+1,485
New +$502K 0.47% 68

Other funds holding ELV

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Miller Global Investments's ELV Position: Q2 2026 in Review

Miller Global Investments held its Elevance Health (ELV) position steady in Q2 2026 at 1,471 shares worth $569K. The position accounts for 0.47% of the portfolio, ranked #67.

Miller Global Investments first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 794 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Miller Global Investments held 1,471 shares of Elevance Health worth $569K as of Q2 2026.
  • Miller Global Investments left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.47% of Miller Global Investments's portfolio in Q2 2026, its #67 holding.
  • Miller Global Investments first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 794 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.