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Prime Capital Investment Advisors’s Elevance Health ELV Stock Holding History

Prime Capital Investment 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 		$370K Buy
957
+113
+13% +$41.9K ﹤0.01% 789
2026
Q1 		$247K Sell
844
-456
-35% -$150K ﹤0.01% 914
2025
Q4 		$456K Buy
1,300
+88
+7% +$29.7K 0.01% 684
2025
Q3 		$392K Buy
1,212
+9
+0.7% +$2.8K ﹤0.01% 718
2025
Q2 		$468K Sell
1,203
-281
-19% -$113K 0.01% 635
2025
Q1 		$646K Buy
1,484
+464
+45% +$186K 0.01% 600
2024
Q4 		$376K Sell
1,020
-294
-22% -$123K 0.01% 653
2024
Q3 		$683K Sell
1,314
-156
-11% -$83.3K 0.01% 518
2024
Q2 		$797K Buy
1,470
+26
+2% +$13.7K 0.01% 478
2024
Q1 		$749K Sell
1,444
-203
-12% -$101K 0.01% 521
2023
Q4 		$777K Buy
1,647
+547
+50% +$253K 0.01% 477
2023
Q3 		$479K Sell
1,100
-53
-5% -$24K 0.01% 478
2023
Q2 		$512K Buy
1,153
+119
+12% +$54.9K 0.01% 472
2023
Q1 		$476K Buy
1,034
+229
+28% +$109K 0.02% 351
2022
Q4 		$413K Buy
805
+98
+14% +$49.8K 0.02% 360
2022
Q3 		$321K Buy
707
+216
+44% +$103K 0.02% 296
2022
Q2 		$237K Buy
+491
New +$243K 0.01% 329
2020
Q3 		– Sell
-154
Closed -$40K – 463
2020
Q2 		$40K Buy
154
+7
+5% +$1.87K ﹤0.01% 337
2020
Q1 		$33K Sell
147
-28
-16% -$7.63K ﹤0.01% 312
2019
Q4 		$53K Sell
175
-57
-25% -$15.7K 0.01% 303
2019
Q3 		$56K Buy
+232
New +$63.6K 0.01% 290
2019
Q1 		– Sell
-105
Closed -$28K – 347
2018
Q4 		$28K Buy
+105
New +$28.9K 0.01% 189

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prime Capital Investment Advisors's ELV Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Elevance Health (ELV) stake by 13% in Q2 2026, buying an estimated $41.9K and bringing the position to 957 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Prime Capital Investment Advisors first reported a position in ELV in Q4 2018 and has held it in 22 quarters since. The position peaked at $797K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Prime Capital Investment Advisors held 957 shares of Elevance Health worth $370K as of Q2 2026.
  • Prime Capital Investment Advisors bought 113 Elevance Health shares in Q2 2026, an estimated $41.9K.
  • Elevance Health made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #789 holding.
  • Prime Capital Investment Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 22 quarters since.
  • Prime Capital Investment Advisors's Elevance Health position peaked at $797K in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.