RIA
ELV icon

Regal Investment Advisors’s Elevance Health ELV Stock Holding History

Regal Investment 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 		$4.18M Sell
10,821
-455
-4% -$169K 0.22% 122
2026
Q1 		$3.3M Buy
11,276
+37
+0.3% +$12.2K 0.19% 137
2025
Q4 		$3.94M Buy
11,239
+401
+4% +$136K 0.24% 110
2025
Q3 		$3.5M Buy
+10,838
New +$3.37M 0.23% 117
2023
Q1 		– Sell
-415
Closed -$213K – 525
2022
Q4 		$213K Buy
+415
New +$211K 0.02% 439
2022
Q2 		– Sell
-481
Closed -$236K – 511
2022
Q1 		$236K Buy
+481
New +$220K 0.02% 466
2015
Q4 		– Sell
-20
Closed -$2K – 441
2015
Q3 		$2K Buy
20
+5
+33% +$751 ﹤0.01% 929
2015
Q2 		$2K Buy
+15
New +$2.4K ﹤0.01% 839
2013
Q3 		– Sell
-15
Closed -$1K – 890
2013
Q2 		$1K Buy
+15
New +$1.12K ﹤0.01% 840

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

Regal Investment Advisors's ELV Position: Q2 2026 in Review

Regal Investment Advisors reduced its Elevance Health (ELV) stake by 4% in Q2 2026, selling an estimated $169K and leaving 10,821 shares worth $4.18M. The position accounts for 0.22% of the portfolio, ranked #122.

Regal Investment Advisors first reported a position in ELV in Q2 2013 and has held it in 9 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Regal Investment Advisors held 10,821 shares of Elevance Health worth $4.18M as of Q2 2026.
  • Regal Investment Advisors sold 455 Elevance Health shares in Q2 2026, an estimated $169K.
  • Elevance Health made up 0.22% of Regal Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • Regal Investment Advisors first reported a position in Elevance Health in Q2 2013 and has held it in 9 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.