PMA
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Prudent Man Advisors’s Elevance Health ELV Stock Holding History

Prudent Man 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 		$478K Buy
1,237
+136
+12% +$50.4K 0.11% 120
2026
Q1 		$322K Buy
1,101
+382
+53% +$126K 0.1% 123
2025
Q4 		$252K Hold
719
– – 0.09% 126
2025
Q3 		$232K Sell
719
-539
-43% -$168K 0.09% 128
2025
Q2 		$489K Buy
1,258
+1
+0.1% +$402 0.16% 121
2025
Q1 		$547K Buy
1,257
+28
+2% +$11.2K 0.2% 115
2024
Q4 		$453K Sell
1,229
-253
-17% -$106K 0.16% 120
2024
Q3 		$771K Sell
1,482
-26
-2% -$13.9K 0.26% 93
2024
Q2 		$817K Buy
1,508
+68
+5% +$35.9K 0.29% 82
2024
Q1 		$747K Sell
1,440
-2
-0.1% -$995 0.28% 87
2023
Q4 		$680K Sell
1,442
-93
-6% -$43K 0.25% 89
2023
Q3 		$668K Buy
1,535
+5
+0.3% +$2.27K 0.27% 88
2023
Q2 		$680K Sell
1,530
-22
-1% -$10.1K 0.26% 84
2023
Q1 		$714K Sell
1,552
-38
-2% -$18.1K 0.28% 80
2022
Q4 		$816K Buy
1,590
+6
+0.4% +$3.05K 0.33% 69
2022
Q3 		$720K Sell
1,584
-242
-13% -$116K 0.34% 60
2022
Q2 		$881K Buy
1,826
+440
+32% +$218K 0.41% 47
2022
Q1 		$681K Sell
1,386
-20
-1% -$9.14K 0.28% 76
2021
Q4 		$652K Sell
1,406
-432
-24% -$182K 0.25% 81
2021
Q3 		$685K Sell
1,838
-39
-2% -$14.8K 0.26% 79
2021
Q2 		$717K Sell
1,877
-30
-2% -$11.5K 0.28% 75
2021
Q1 		$685K Buy
1,907
+49
+3% +$15.8K 0.29% 74
2020
Q4 		$597K Sell
1,858
-26
-1% -$7.98K 0.25% 78
2020
Q3 		$506K Buy
1,884
+14
+0.7% +$3.77K 0.27% 78
2020
Q2 		$492K Buy
+1,870
New +$499K 0.44% 64

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

Prudent Man Advisors's ELV Position: Q2 2026 in Review

Prudent Man Advisors increased its Elevance Health (ELV) stake by 12% in Q2 2026, buying an estimated $50.4K and bringing the position to 1,237 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #120.

Prudent Man Advisors first reported a position in ELV in Q2 2020 and has held it in 25 quarters since. The position peaked at $881K in Q2 2022. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Prudent Man Advisors held 1,237 shares of Elevance Health worth $478K as of Q2 2026.
  • Prudent Man Advisors bought 136 Elevance Health shares in Q2 2026, an estimated $50.4K.
  • Elevance Health made up 0.11% of Prudent Man Advisors's portfolio in Q2 2026, its #120 holding.
  • Prudent Man Advisors first reported a position in Elevance Health in Q2 2020 and has held it in 25 quarters since.
  • Prudent Man Advisors's Elevance Health position peaked at $881K in Q2 2022.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.