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Northern Financial Advisors’s Elevance Health ELV Stock Holding History

Northern 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 		$717K Sell
1,855
-22
-1% -$8.16K 0.47% 63
2026
Q1 		$550K Buy
1,877
+810
+76% +$266K 0.4% 71
2025
Q4 		$374K Sell
1,067
-643
-38% -$217K 0.43% 63
2025
Q3 		$553K Sell
1,710
-321
-16% -$99.8K 0.29% 79
2025
Q2 		$790K Buy
2,031
+521
+35% +$210K 0.59% 49
2025
Q1 		$657K Buy
1,510
+187
+14% +$75.1K 0.54% 57
2024
Q4 		$488K Sell
1,323
-587
-31% -$246K 0.39% 70
2024
Q3 		$993K Sell
1,910
-55
-3% -$29.4K 0.75% 45
2024
Q2 		$1.06M Buy
1,965
+187
+11% +$98.8K 0.85% 40
2024
Q1 		$922K Buy
1,778
+312
+21% +$155K 0.72% 46
2023
Q4 		$691K Buy
1,466
+132
+10% +$61K 0.58% 59
2023
Q3 		$581K Sell
1,334
-124
-9% -$56.2K 0.53% 59
2023
Q2 		$648K Buy
1,458
+20
+1% +$9.23K 0.57% 55
2023
Q1 		$661K Buy
1,438
+103
+8% +$49K 0.62% 51
2022
Q4 		$685K Buy
+1,335
New +$678K 0.77% 44

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

Northern Financial Advisors's ELV Position: Q2 2026 in Review

Northern Financial Advisors reduced its Elevance Health (ELV) stake by 1.2% in Q2 2026, selling an estimated $8.16K and leaving 1,855 shares worth $717K. The position accounts for 0.47% of the portfolio, ranked #63.

Northern Financial Advisors first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Northern Financial Advisors held 1,855 shares of Elevance Health worth $717K as of Q2 2026.
  • Northern Financial Advisors sold 22 Elevance Health shares in Q2 2026, an estimated $8.16K.
  • Elevance Health made up 0.47% of Northern Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Northern Financial Advisors first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's Elevance Health position peaked at $1.06M in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.