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Naples Global Advisors’s Elevance Health ELV Stock Holding History

Naples Global 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 		$715K Hold
1,850
– – 0.04% 288
2026
Q1 		$542K Buy
1,850
+5
+0.3% +$1.64K 0.04% 315
2025
Q4 		$647K Sell
1,845
-169
-8% -$57.1K 0.05% 284
2025
Q3 		$651K Buy
2,014
+1,133
+129% +$352K 0.05% 286
2025
Q2 		$343K Sell
881
-60
-6% -$24.1K 0.03% 350
2025
Q1 		$409K Sell
941
-799
-46% -$321K 0.04% 325
2024
Q4 		$642K Buy
1,740
+480
+38% +$201K 0.06% 265
2024
Q3 		$655K Buy
1,260
+120
+11% +$64.1K 0.06% 263
2024
Q2 		$618K Buy
1,140
+40
+4% +$21.1K 0.06% 258
2024
Q1 		$570K Buy
+1,100
New +$547K 0.06% 272

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

Naples Global Advisors's ELV Position: Q2 2026 in Review

Naples Global Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 1,850 shares worth $715K. The position accounts for 0.04% of the portfolio, ranked #288.

Naples Global Advisors first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Naples Global Advisors held 1,850 shares of Elevance Health worth $715K as of Q2 2026.
  • Naples Global Advisors left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #288 holding.
  • Naples Global Advisors first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.