Princeton Global Asset Management’s Elevance Health ELV Stock Holding History

Princeton Global Asset 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	$22.5K	Buy	58 +10	+21%	+$3.71K	﹤0.01%	465
2026 Q1	$14.1K	Sell	48 -13	-21%	-$4.27K	﹤0.01%	533
2025 Q4	$21.4K	Hold	61	–	–	﹤0.01%	479
2025 Q3	$19.8K	Hold	61	–	–	﹤0.01%	446
2025 Q2	$23.8K	Buy	61 +51	+510%	+$20.5K	﹤0.01%	413
2025 Q1	$4.42K	Sell	10 -267	-96%	-$107K	﹤0.01%	505
2024 Q4	$102K	Sell	277 -6,110	-96%	-$2.56M	0.02%	240
2024 Q3	$3.32M	Sell	6,387 -127	-2%	-$67.8K	0.65%	44
2024 Q2	$3.53M	Buy	6,514 +229	+4%	+$121K	0.78%	40
2024 Q1	$3.26M	Sell	6,285 -114	-2%	-$56.7K	0.78%	44
2023 Q4	$3.02M	Buy	6,399 +137	+2%	+$63.4K	0.76%	41
2023 Q3	$2.73M	Buy	6,262 +431	+7%	+$195K	0.77%	43
2023 Q2	$2.59M	Sell	5,831 -299	-5%	-$138K	0.76%	44
2023 Q1	$2.82M	Buy	+6,130	New	+$2.92M	0.81%	42
2020 Q3	–	Sell	-136	Closed	-$35K	–	468
2020 Q2	$35K	Hold	136	–	–	0.01%	282
2020 Q1	$31K	Hold	136	–	–	0.01%	267
2019 Q4	$41K	Buy	+136	New	+$37.4K	0.02%	257

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Princeton Global Asset Management's ELV Position: Q2 2026 in Review

Princeton Global Asset Management increased its Elevance Health (ELV) stake by 21% in Q2 2026, buying an estimated $3.71K and bringing the position to 58 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Princeton Global Asset Management first reported a position in ELV in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.53M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Princeton Global Asset Management held 58 shares of Elevance Health worth $22.5K as of Q2 2026.
Princeton Global Asset Management bought 10 Elevance Health shares in Q2 2026, an estimated $3.71K.
Elevance Health made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #465 holding.
Princeton Global Asset Management first reported a position in Elevance Health in Q4 2019 and has held it in 17 quarters since.
Princeton Global Asset Management's Elevance Health position peaked at $3.53M in Q2 2024.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.