New England Capital Financial Advisors’s Elevance Health ELV Stock Holding History

New England Capital Financial 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	$212K	Buy	548 +1	+0.2%	+$371	0.05%	62
2026 Q1	$160K	Buy	547 +3	+0.6%	+$986	0.04%	69
2025 Q4	$191K	Buy	544 +1	+0.2%	+$338	0.07%	62
2025 Q3	$175K	Buy	543 +2	+0.4%	+$622	0.07%	61
2025 Q2	$210K	Buy	541 +2	+0.4%	+$804	0.1%	51
2025 Q1	$235K	Sell	539 -59	-10%	-$23.7K	0.12%	49
2024 Q4	$221K	Buy	598 +2	+0.3%	+$837	0.11%	52
2024 Q3	$310K	Sell	596 -9	-1%	-$4.81K	0.16%	42
2024 Q2	$328K	Sell	605 -34	-5%	-$18K	0.18%	39
2024 Q1	$331K	Hold	639	–	–	0.19%	39
2023 Q4	$301K	Hold	639	–	–	0.18%	41
2023 Q3	$278K	Buy	639 +44	+7%	+$20K	0.19%	39
2023 Q2	$264K	Hold	595	–	–	0.17%	44
2023 Q1	$274K	Hold	595	–	–	0.19%	41
2022 Q4	$285K	Buy	+595	New	+$302K	0.2%	42

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New England Capital Financial Advisors's ELV Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Elevance Health (ELV) stake by 0.18% in Q2 2026, buying an estimated $371 and bringing the position to 548 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #62.

New England Capital Financial Advisors first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. The position peaked at $331K in Q1 2024. 1,076 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

New England Capital Financial Advisors held 548 shares of Elevance Health worth $212K as of Q2 2026.
New England Capital Financial Advisors bought 1 Elevance Health share in Q2 2026, an estimated $371.
Elevance Health made up 0.05% of New England Capital Financial Advisors's portfolio in Q2 2026, its #62 holding.
New England Capital Financial Advisors first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Elevance Health position peaked at $331K in Q1 2024.
1,076 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.