Raymond James Financial
ELV icon

Raymond James Financial’s Elevance Health ELV Stock Holding History

Raymond James Financial’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 		$106M Sell
274,813
-82,216
-23% -$30.5M 0.03% 538
2026
Q1 		$105M Sell
357,029
-6,119
-2% -$2.01M 0.03% 501
2025
Q4 		$127M Sell
363,148
-2,378
-0.7% -$804K 0.04% 412
2025
Q3 		$118M Sell
365,526
-167,913
-31% -$52.2M 0.04% 443
2025
Q2 		$207M Buy
533,439
+267,845
+101% +$108M 0.07% 247
2025
Q1 		$116M Buy
265,594
+24,656
+10% +$9.9M 0.04% 380
2024
Q4 		$88.9M Buy
+240,938
New +$101M 0.03% 483

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

Raymond James Financial's ELV Position: Q2 2026 in Review

Raymond James Financial reduced its Elevance Health (ELV) stake by 23% in Q2 2026, selling an estimated $30.5M and leaving 274,813 shares worth $106M. The position accounts for 0.03% of the portfolio, ranked #538.

Raymond James Financial first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $207M in Q2 2025. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Raymond James Financial held 274,813 shares of Elevance Health worth $106M as of Q2 2026.
  • Raymond James Financial sold 82,216 Elevance Health shares in Q2 2026, an estimated $30.5M.
  • Elevance Health made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #538 holding.
  • Raymond James Financial first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Elevance Health position peaked at $207M in Q2 2025.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.