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Plato Investment Management’s Elevance Health ELV Stock Holding History

Plato 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 		$1.85M Buy
4,799
+3,996
+498% +$1.48M 0.11% 186
2026
Q1 		$235K Sell
803
-2,107
-72% -$692K 0.02% 398
2025
Q4 		$1.03M Sell
2,910
-299
-9% -$101K 0.07% 262
2025
Q3 		$1.03M Sell
3,209
-2,018
-39% -$628K 0.07% 257
2025
Q2 		$2.03M Buy
5,227
+4
+0.1% +$1.61K 0.15% 150
2025
Q1 		$2.3M Sell
5,223
-414
-7% -$166K 0.19% 126
2024
Q4 		$2.09M Sell
5,637
-753
-12% -$315K 0.15% 146
2024
Q3 		$3.32M Buy
6,390
+392
+7% +$209K 0.27% 90
2024
Q2 		$3.25M Buy
5,998
+152
+3% +$80.3K 0.3% 77
2024
Q1 		$3.03M Buy
5,846
+4,758
+437% +$2.37M 0.31% 81
2023
Q4 		$513K Buy
+1,088
New +$503K 0.63% 34

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 $3.38T AUM 44.17% 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

Plato Investment Management's ELV Position: Q2 2026 in Review

Plato Investment Management increased its Elevance Health (ELV) stake by 498% in Q2 2026, buying an estimated $1.48M and bringing the position to 4,799 shares worth $1.85M. The position accounts for 0.11% of the portfolio, ranked #186.

Plato Investment Management first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q3 2024. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Plato Investment Management held 4,799 shares of Elevance Health worth $1.85M as of Q2 2026.
  • Plato Investment Management bought 3,996 Elevance Health shares in Q2 2026, an estimated $1.48M.
  • Elevance Health made up 0.11% of Plato Investment Management's portfolio in Q2 2026, its #186 holding.
  • Plato Investment Management first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Elevance Health position peaked at $3.32M in Q3 2024.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.