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NEOS Investment Management’s Elevance Health ELV Stock Holding History

NEOS Investment Management’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 		$13.7M Buy
35,545
+4,363
+14% +$1.62M 0.05% 224
2026
Q1 		$9.13M Sell
31,182
-2,422
-7% -$796K 0.05% 255
2025
Q4 		$11.8M Buy
33,604
+4,633
+16% +$1.57M 0.07% 206
2025
Q3 		$9.36M Buy
28,971
+9,101
+46% +$2.83M 0.07% 209
2025
Q2 		$7.73M Buy
19,870
+6,183
+45% +$2.49M 0.1% 177
2025
Q1 		$5.95M Buy
13,687
+2,504
+22% +$1.01M 0.11% 174
2024
Q4 		$4.13M Buy
11,183
+2,483
+29% +$1.04M 0.1% 191
2024
Q3 		$4.52M Buy
8,700
+1,624
+23% +$868K 0.14% 141
2024
Q2 		$3.83M Buy
7,076
+1,992
+39% +$1.05M 0.16% 121
2024
Q1 		$2.64M Buy
5,084
+1,824
+56% +$907K 0.16% 119
2023
Q4 		$1.54M Buy
3,260
+1,013
+45% +$468K 0.15% 140
2023
Q3 		$978K Buy
+2,247
New +$1.02M 0.13% 150

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

NEOS Investment Management's ELV Position: Q2 2026 in Review

NEOS Investment Management increased its Elevance Health (ELV) stake by 14% in Q2 2026, buying an estimated $1.62M and bringing the position to 35,545 shares worth $13.7M. The position accounts for 0.05% of the portfolio, ranked #224.

NEOS Investment Management first reported a position in ELV in Q3 2023 and has held it in 12 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • NEOS Investment Management held 35,545 shares of Elevance Health worth $13.7M as of Q2 2026.
  • NEOS Investment Management bought 4,363 Elevance Health shares in Q2 2026, an estimated $1.62M.
  • Elevance Health made up 0.05% of NEOS Investment Management's portfolio in Q2 2026, its #224 holding.
  • NEOS Investment Management first reported a position in Elevance Health in Q3 2023 and has held it in 12 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.