Pallas Capital Advisors’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$493K Buy
1,273
+195
+18% +$72.3K 0.02% 574
2026
Q1
$316K Sell
1,078
-1,771
-62% -$582K 0.01% 624
2025
Q4
$999K Sell
2,849
-94
-3% -$31.8K 0.03% 357
2025
Q3
$951K Buy
2,943
+2,343
+391% +$729K 0.04% 356
2025
Q2
$234K Sell
600
-2,988
-83% -$1.2M 0.01% 725
2025
Q1
$1.56M Buy
+3,588
New +$1.44M 0.06% 221
2022
Q2
– Sell
-420
Closed -$217K – 234
2022
Q1
$217K Sell
420
-166
-28% -$75.9K 0.03% 223
2021
Q4
$259K Buy
586
+68
+13% +$28.6K 0.03% 269
2021
Q3
$220K Buy
+518
New +$197K 0.02% 357

Other funds holding ELV

Pallas Capital Advisors's ELV Position: Q2 2026 in Review

Pallas Capital Advisors increased its Elevance Health (ELV) stake by 18% in Q2 2026, buying an estimated $72.3K and bringing the position to 1,273 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #574.

Pallas Capital Advisors first reported a position in ELV in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.56M in Q1 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Pallas Capital Advisors held 1,273 shares of Elevance Health worth $493K as of Q2 2026.
  • Pallas Capital Advisors bought 195 Elevance Health shares in Q2 2026, an estimated $72.3K.
  • Elevance Health made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #574 holding.
  • Pallas Capital Advisors first reported a position in Elevance Health in Q3 2021 and has held it in 9 quarters since.
  • Pallas Capital Advisors's Elevance Health position peaked at $1.56M in Q1 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.