NI
ELV icon

Natural Investments’s Elevance Health ELV Stock Holding History

Natural 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 		– Sell
-1,015
Closed -$297K – 303
2026
Q1 		$297K Sell
1,015
-3
-0.3% -$986 0.07% 221
2025
Q4 		$356K Sell
1,018
-4
-0.4% -$1.35K 0.09% 200
2025
Q3 		$330K Sell
1,022
-8
-0.8% -$2.49K 0.08% 184
2025
Q2 		$400K Sell
1,030
-281
-21% -$113K 0.1% 164
2025
Q1 		$570K Sell
1,311
-271
-17% -$109K 0.16% 121
2024
Q4 		$583K Buy
+1,582
New +$662K 0.16% 128

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Natural Investments's ELV Position: Q2 2026 in Review

Natural Investments sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 1,015 shares — an estimated $297K sold.

Natural Investments first reported a position in ELV in Q4 2024 and held it in 6 quarters. The position peaked at $583K in Q4 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Natural Investments reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Natural Investments sold 1,015 Elevance Health shares in Q2 2026, an estimated $297K.
  • Natural Investments first reported a position in Elevance Health in Q4 2024 and held it in 6 quarters.
  • Natural Investments's Elevance Health position peaked at $583K in Q4 2024.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.