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Principle Wealth Partners’s Elevance Health ELV Stock Holding History

Principle Wealth Partners’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 		$988K Hold
2,555
– – 0.05% 187
2026
Q1 		$748K Buy
2,555
+56
+2% +$18.4K 0.04% 199
2025
Q4 		$876K Hold
2,499
– – 0.05% 177
2025
Q3 		$807K Hold
2,499
– – 0.05% 181
2025
Q2 		$972K Buy
2,499
+26
+1% +$10.5K 0.06% 163
2025
Q1 		$1.08M Sell
2,473
-80
-3% -$32.1K 0.08% 151
2024
Q4 		$942K Sell
2,553
-1
-0% -$418 0.07% 160
2024
Q3 		$1.33M Hold
2,554
– – 0.09% 137
2024
Q2 		$1.38M Buy
2,554
+104
+4% +$55K 0.11% 136
2024
Q1 		$1.27M Hold
2,450
– – 0.1% 139
2023
Q4 		$1.16M Hold
2,450
– – 0.1% 142
2023
Q3 		$1.07M Buy
2,450
+1
+0% +$454 0.11% 142
2023
Q2 		$1.09M Sell
2,449
-205
-8% -$94.6K 0.11% 134
2023
Q1 		$1.22M Buy
2,654
+154
+6% +$73.3K 0.13% 123
2022
Q4 		$1.28M Hold
2,500
– – 0.15% 112
2022
Q3 		$1.14K Sell
2,500
-10
-0.4% -$4.79K 0.11% 113
2022
Q2 		$1.21M Sell
2,510
-20
-0.8% -$9.89K 0.15% 116
2022
Q1 		$1.24M Hold
2,530
– – 0.13% 121
2021
Q4 		$1.17M Buy
2,530
+10
+0.4% +$4.21K 0.12% 123
2021
Q3 		$939K Hold
2,520
– – 0.11% 135
2021
Q2 		$962K Hold
2,520
– – 0.11% 136
2021
Q1 		$905K Hold
2,520
– – 0.11% 133
2020
Q4 		$809K Buy
+2,520
New +$773K 0.11% 135
2020
Q3 		– Sell
-568
Closed -$149K – 237
2020
Q2 		$149K Buy
+568
New +$152K 0.04% 171

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
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

Principle Wealth Partners's ELV Position: Q2 2026 in Review

Principle Wealth Partners held its Elevance Health (ELV) position steady in Q2 2026 at 2,555 shares worth $988K. The position accounts for 0.05% of the portfolio, ranked #187.

Principle Wealth Partners first reported a position in ELV in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.38M in Q2 2024. 990 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Principle Wealth Partners held 2,555 shares of Elevance Health worth $988K as of Q2 2026.
  • Principle Wealth Partners left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #187 holding.
  • Principle Wealth Partners first reported a position in Elevance Health in Q2 2020 and has held it in 24 quarters since.
  • Principle Wealth Partners's Elevance Health position peaked at $1.38M in Q2 2024.
  • 990 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.