NW
ELV icon

Naviter Wealth’s Elevance Health ELV Stock Holding History

Naviter Wealth’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 		$360K Sell
930
-15
-2% -$5.56K 0.03% 246
2026
Q1 		$277K Sell
945
-350
-27% -$115K 0.03% 241
2025
Q4 		$454K Sell
1,295
-240
-16% -$81.1K 0.06% 206
2025
Q3 		$496K Sell
1,535
-436
-22% -$136K 0.06% 202
2025
Q2 		$767K Sell
1,971
-360
-15% -$145K 0.09% 176
2025
Q1 		$1.01M Sell
2,331
-1,193
-34% -$479K 0.12% 172
2024
Q4 		$1.3M Buy
+3,524
New +$1.47M 0.16% 151
2024
Q1 		– Sell
-1,808
Closed -$853K – 238
2023
Q4 		$853K Buy
1,808
+390
+28% +$180K 0.17% 149
2023
Q3 		$617K Buy
1,418
+100
+8% +$45.4K 0.15% 159
2023
Q2 		$586K Buy
1,318
+139
+12% +$64.1K 0.15% 166
2023
Q1 		$542K Buy
+1,179
New +$561K 0.19% 144

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

Naviter Wealth's ELV Position: Q2 2026 in Review

Naviter Wealth reduced its Elevance Health (ELV) stake by 1.6% in Q2 2026, selling an estimated $5.56K and leaving 930 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #246.

Naviter Wealth first reported a position in ELV in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Naviter Wealth held 930 shares of Elevance Health worth $360K as of Q2 2026.
  • Naviter Wealth sold 15 Elevance Health shares in Q2 2026, an estimated $5.56K.
  • Elevance Health made up 0.03% of Naviter Wealth's portfolio in Q2 2026, its #246 holding.
  • Naviter Wealth first reported a position in Elevance Health in Q1 2023 and has held it in 11 quarters since.
  • Naviter Wealth's Elevance Health position peaked at $1.3M in Q4 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.