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Principal Securities’s Elevance Health ELV Stock Holding History

Principal Securities’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 		$8.17M Buy
21,134
+175
+0.8% +$64.9K 0.1% 184
2026
Q1 		$6.14M Buy
20,959
+2,110
+11% +$693K 0.09% 210
2025
Q4 		$6.61M Sell
18,849
-2,951
-14% -$997K 0.1% 189
2025
Q3 		$7.04M Buy
21,800
+1,465
+7% +$456K 0.12% 166
2025
Q2 		$7.91M Buy
20,335
+1,961
+11% +$789K 0.15% 136
2025
Q1 		$6.78M Hold
18,374
– – 0.15% 133
2024
Q4 		$6.78M Buy
18,374
+2,475
+16% +$1.04M 0.15% 132
2024
Q3 		$8.27M Buy
15,899
+2,369
+18% +$1.27M 0.2% 95
2024
Q2 		$7.33M Buy
13,530
+2,097
+18% +$1.11M 0.2% 92
2024
Q1 		$5.93M Buy
11,433
+1,149
+11% +$571K 0.18% 112
2023
Q4 		$4.85M Buy
+10,284
New +$4.76M 0.18% 115

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

Principal Securities's ELV Position: Q2 2026 in Review

Principal Securities increased its Elevance Health (ELV) stake by 0.83% in Q2 2026, buying an estimated $64.9K and bringing the position to 21,134 shares worth $8.17M. The position accounts for 0.1% of the portfolio, ranked #184.

Principal Securities first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.27M in Q3 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Principal Securities held 21,134 shares of Elevance Health worth $8.17M as of Q2 2026.
  • Principal Securities bought 175 Elevance Health shares in Q2 2026, an estimated $64.9K.
  • Elevance Health made up 0.1% of Principal Securities's portfolio in Q2 2026, its #184 holding.
  • Principal Securities first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Elevance Health position peaked at $8.27M in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.