PMFA
ELV icon

Plante Moran Financial Advisors’s Elevance Health ELV Stock Holding History

Plante Moran 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 		$21.3K Buy
55
+1
+2% +$371 ﹤0.01% 467
2026
Q1 		$15.8K Hold
54
– – ﹤0.01% 462
2025
Q4 		$18.9K Hold
54
– – ﹤0.01% 455
2025
Q3 		$17.4K Sell
54
-2
-4% -$622 ﹤0.01% 482
2025
Q2 		$21.8K Buy
56
+2
+4% +$804 ﹤0.01% 464
2025
Q1 		$23.5K Hold
54
– – ﹤0.01% 460
2024
Q4 		$19.9K Sell
54
-433
-89% -$181K ﹤0.01% 487
2024
Q3 		$253K Buy
487
+383
+368% +$205K 0.02% 153
2024
Q2 		$56.4K Buy
104
+20
+24% +$10.6K 0.01% 321
2024
Q1 		$43.6K Hold
84
– – ﹤0.01% 377
2023
Q4 		$39.6K Hold
84
– – ﹤0.01% 351
2023
Q3 		$36.6K Hold
84
– – ﹤0.01% 333
2023
Q2 		$37.3K Hold
84
– – ﹤0.01% 342
2023
Q1 		$38.6K Sell
84
-9
-10% -$4.28K 0.01% 327
2022
Q4 		$47.7K Sell
93
-53
-36% -$26.9K 0.01% 311
2022
Q3 		$66K Hold
146
– – 0.01% 272
2022
Q2 		$70K Sell
146
-14
-9% -$6.93K 0.01% 266
2022
Q1 		$79K Sell
160
-48
-23% -$21.9K 0.01% 259
2021
Q4 		$96K Sell
208
-8
-4% -$3.37K 0.02% 260
2021
Q3 		$81K Buy
216
+12
+6% +$4.56K 0.02% 298
2021
Q2 		$78K Buy
204
+14
+7% +$5.35K 0.02% 285
2021
Q1 		$68K Buy
190
+54
+40% +$17.4K 0.02% 303
2020
Q4 		$44K Buy
136
+30
+28% +$9.21K 0.01% 383
2020
Q3 		$28K Buy
106
+30
+39% +$8.07K 0.01% 426
2020
Q2 		$20K Buy
76
+20
+36% +$5.34K 0.01% 426
2020
Q1 		$13K Sell
56
-56
-50% -$15.3K 0.01% 460
2019
Q4 		$34K Buy
112
+83
+286% +$22.8K 0.01% 378
2019
Q3 		$7K Sell
29
-98
-77% -$26.9K ﹤0.01% 643
2019
Q2 		$36K Buy
127
+8
+7% +$2.19K 0.01% 390
2019
Q1 		$34K Buy
119
+4
+3% +$1.16K 0.01% 396
2018
Q4 		$30K Sell
115
-21
-15% -$5.77K 0.01% 376
2018
Q3 		$37K Buy
136
+13
+11% +$3.38K 0.01% 351
2018
Q2 		$29K Sell
123
-155
-56% -$35.9K 0.01% 424
2018
Q1 		$61K Sell
278
-42
-13% -$9.87K 0.03% 307
2017
Q4 		$72K Buy
320
+58
+22% +$12.4K 0.04% 274
2017
Q3 		$50K Hold
262
– – 0.03% 307
2017
Q2 		$49K Buy
262
+166
+173% +$29.8K 0.03% 320
2017
Q1 		$16K Hold
96
– – 0.01% 513
2016
Q4 		$14K Sell
96
-288
-75% -$38.6K 0.01% 530
2016
Q3 		$48K Buy
384
+88
+30% +$11.4K 0.03% 331
2016
Q2 		$39K Sell
296
-60
-17% -$8.21K 0.03% 327
2016
Q1 		$49K Buy
356
+60
+20% +$8.02K 0.04% 264
2015
Q4 		$41K Hold
296
– – 0.03% 314
2015
Q3 		$41K Hold
296
– – 0.03% 293
2015
Q2 		$49K Hold
296
– – 0.04% 297
2015
Q1 		$46K Hold
296
– – 0.03% 296
2014
Q4 		$37K Hold
296
– – 0.03% 320
2014
Q3 		$35K Sell
296
-700
-70% -$80.3K 0.03% 306
2014
Q2 		$107K Buy
996
+796
+398% +$82K 0.1% 141
2014
Q1 		$20K Buy
+200
New +$18.1K 0.02% 250

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Plante Moran Financial Advisors's ELV Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Elevance Health (ELV) stake by 1.9% in Q2 2026, buying an estimated $371 and bringing the position to 55 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Plante Moran Financial Advisors first reported a position in ELV in Q1 2014 and has held it in 50 quarters since. The position peaked at $253K in Q3 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Plante Moran Financial Advisors held 55 shares of Elevance Health worth $21.3K as of Q2 2026.
  • Plante Moran Financial Advisors bought 1 Elevance Health share in Q2 2026, an estimated $371.
  • Elevance Health made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #467 holding.
  • Plante Moran Financial Advisors first reported a position in Elevance Health in Q1 2014 and has held it in 50 quarters since.
  • Plante Moran Financial Advisors's Elevance Health position peaked at $253K in Q3 2024.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.