SageView Advisory Group’s Elevance Health ELV Stock Holding History

SageView Advisory Group’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	$313K	Buy	808 +2	+0.2%	+$742	0.01%	484
2026 Q1	$236K	Buy	806 +243	+43%	+$79.9K	0.01%	533
2025 Q4	$198K	Buy	+563	New	+$190K	0.01%	612
2025 Q2	–	Sell	-718	Closed	-$312K	–	623
2025 Q1	$312K	Buy	718 +49	+7%	+$19.7K	0.01%	463
2024 Q4	$247K	Buy	669 +101	+18%	+$42.3K	0.01%	511
2024 Q3	$295K	Sell	568 -337	-37%	-$180K	0.02%	403
2024 Q2	$490K	Buy	905 +34	+4%	+$18K	0.02%	342
2024 Q1	$452K	Sell	871 -545	-38%	-$271K	0.02%	347
2023 Q4	$697K	Buy	1,416 +739	+109%	+$342K	0.03%	326
2023 Q3	$297K	Buy	677 +136	+25%	+$61.7K	0.02%	428
2023 Q2	$242K	Sell	541 -109	-17%	-$50.3K	0.01%	493
2023 Q1	$300K	Buy	650 +56	+9%	+$26.6K	0.02%	386
2022 Q4	$303K	Buy	+594	New	+$302K	0.02%	319

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's ELV Position: Q2 2026 in Review

SageView Advisory Group increased its Elevance Health (ELV) stake by 0.25% in Q2 2026, buying an estimated $742 and bringing the position to 808 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #484.

SageView Advisory Group first reported a position in ELV in Q4 2022 and has held it in 13 quarters since. The position peaked at $697K in Q4 2023. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

SageView Advisory Group held 808 shares of Elevance Health worth $313K as of Q2 2026.
SageView Advisory Group bought 2 Elevance Health shares in Q2 2026, an estimated $742.
Elevance Health made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #484 holding.
SageView Advisory Group first reported a position in Elevance Health in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Elevance Health position peaked at $697K in Q4 2023.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.