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New York Life Investment Management’s Elevance Health ELV Stock Holding History

New York Life 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 		$12.5M Sell
32,336
-472
-1% -$175K 0.09% 182
2026
Q1 		$9.6M Buy
32,808
+519
+2% +$171K 0.08% 210
2025
Q4 		$11.3M Sell
32,289
-552
-2% -$187K 0.1% 175
2025
Q3 		$10.6M Sell
32,841
-1,649
-5% -$513K 0.09% 189
2025
Q2 		$13.4M Sell
34,490
-602
-2% -$242K 0.13% 151
2025
Q1 		$15.3M Sell
35,092
-283
-0.8% -$114K 0.16% 127
2024
Q4 		$13M Buy
35,375
+452
+1% +$189K 0.13% 146
2024
Q3 		$18.2M Sell
34,923
-1,098
-3% -$587K 0.18% 110
2024
Q2 		$19.5M Sell
36,021
-46
-0.1% -$24.3K 0.2% 103
2024
Q1 		$18.7M Sell
36,067
-1,201
-3% -$597K 0.19% 100
2023
Q4 		$17.6M Sell
37,268
-4,999
-12% -$2.31M 0.18% 106
2023
Q3 		$18.4M Sell
42,267
-1,032
-2% -$468K 0.2% 96
2023
Q2 		$19.2M Sell
43,299
-445
-1% -$205K 0.2% 100
2023
Q1 		$20.1M Sell
43,744
-263
-0.6% -$125K 0.22% 98
2022
Q4 		$22.6M Sell
44,007
-451
-1% -$229K 0.26% 82
2022
Q3 		$20.2M Sell
44,458
-550
-1% -$263K 0.24% 83
2022
Q2 		$21.7M Buy
+45,008
New +$22.3M 0.25% 79
2014
Q4 		– Sell
-1,000
Closed -$120K – 268
2014
Q3 		$120K Hold
1,000
– – 0.02% 174
2014
Q2 		$108K Hold
1,000
– – 0.02% 180
2014
Q1 		$100K Buy
+1,000
New +$90.4K 0.02% 144

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

New York Life Investment Management's ELV Position: Q2 2026 in Review

New York Life Investment Management reduced its Elevance Health (ELV) stake by 1.4% in Q2 2026, selling an estimated $175K and leaving 32,336 shares worth $12.5M. The position accounts for 0.09% of the portfolio, ranked #182.

New York Life Investment Management first reported a position in ELV in Q1 2014 and has held it in 20 quarters since. The position peaked at $22.6M in Q4 2022. 1,176 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • New York Life Investment Management held 32,336 shares of Elevance Health worth $12.5M as of Q2 2026.
  • New York Life Investment Management sold 472 Elevance Health shares in Q2 2026, an estimated $175K.
  • Elevance Health made up 0.09% of New York Life Investment Management's portfolio in Q2 2026, its #182 holding.
  • New York Life Investment Management first reported a position in Elevance Health in Q1 2014 and has held it in 20 quarters since.
  • New York Life Investment Management's Elevance Health position peaked at $22.6M in Q4 2022.
  • 1,176 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.