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New Age Alpha Advisors’s Elevance Health ELV Stock Holding History

New Age Alpha 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 		$1.87M Sell
4,839
-3,648
-43% -$1.35M 0.08% 314
2026
Q1 		$2.48M Sell
8,487
-265
-3% -$87.1K 0.12% 258
2025
Q4 		$3.07M Buy
8,752
+590
+7% +$199K 0.13% 231
2025
Q3 		$2.64M Sell
8,162
-106
-1% -$33K 0.11% 251
2025
Q2 		$3.22M Sell
8,268
-2,179
-21% -$876K 0.14% 213
2025
Q1 		$4.54M Buy
10,447
+109
+1% +$43.8K 0.2% 142
2024
Q4 		$3.81M Buy
10,338
+10,309
+35,548% +$4.31M 0.15% 189
2024
Q3 		$15.1K Buy
+29
New +$15.5K 0.01% 154

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

New Age Alpha Advisors's ELV Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Elevance Health (ELV) stake by 43% in Q2 2026, selling an estimated $1.35M and leaving 4,839 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #314.

New Age Alpha Advisors first reported a position in ELV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.54M in Q1 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • New Age Alpha Advisors held 4,839 shares of Elevance Health worth $1.87M as of Q2 2026.
  • New Age Alpha Advisors sold 3,648 Elevance Health shares in Q2 2026, an estimated $1.35M.
  • Elevance Health made up 0.08% of New Age Alpha Advisors's portfolio in Q2 2026, its #314 holding.
  • New Age Alpha Advisors first reported a position in Elevance Health in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Elevance Health position peaked at $4.54M in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.