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 Q3	$720K	Buy	1,851 +1	+0.1%	+$399	0.05%	287
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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Naples Global Advisors's ELV Position: Q3 2026 in Review

Naples Global Advisors increased its Elevance Health (ELV) stake by 0.05% in Q3 2026, buying an estimated $399 and bringing the position to 1,851 shares worth $720K. The position accounts for 0.05% of the portfolio, ranked #287.

Naples Global Advisors first reported a position in ELV in Q1 2024 and has held it in 11 quarters since. 936 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Naples Global Advisors held 1,851 shares of Elevance Health worth $720K as of Q3 2026.
Naples Global Advisors bought 1 Elevance Health share in Q3 2026, an estimated $399.
Elevance Health made up 0.05% of Naples Global Advisors's portfolio in Q3 2026, its #287 holding.
Naples Global Advisors first reported a position in Elevance Health in Q1 2024 and has held it in 11 quarters since.
936 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Naples Global Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.