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PFG Investments’s Elevance Health ELV Stock Holding History

PFG Investments’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 		$652K Buy
1,685
+297
+21% +$110K 0.03% 554
2026
Q1 		$406K Buy
1,388
+13
+0.9% +$4.27K 0.02% 696
2025
Q4 		$482K Sell
1,375
-57
-4% -$19.3K 0.02% 584
2025
Q3 		$463K Buy
1,432
+24
+2% +$7.46K 0.02% 576
2025
Q2 		$548K Buy
1,408
+70
+5% +$28.2K 0.03% 491
2025
Q1 		$582K Buy
1,338
+1
+0.1% +$401 0.04% 439
2024
Q4 		$493K Buy
1,337
+4
+0.3% +$1.67K 0.03% 502
2024
Q3 		$693K Buy
1,333
+561
+73% +$300K 0.04% 382
2024
Q2 		$418K Buy
772
+2
+0.3% +$1.06K 0.03% 519
2024
Q1 		$399K Buy
+770
New +$383K 0.02% 628

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

PFG Investments's ELV Position: Q2 2026 in Review

PFG Investments increased its Elevance Health (ELV) stake by 21% in Q2 2026, buying an estimated $110K and bringing the position to 1,685 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #554.

PFG Investments first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $693K in Q3 2024. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • PFG Investments held 1,685 shares of Elevance Health worth $652K as of Q2 2026.
  • PFG Investments bought 297 Elevance Health shares in Q2 2026, an estimated $110K.
  • Elevance Health made up 0.03% of PFG Investments's portfolio in Q2 2026, its #554 holding.
  • PFG Investments first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Elevance Health position peaked at $693K in Q3 2024.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.