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Scarborough Advisors’s Elevance Health ELV Stock Holding History

Scarborough 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 		– Sell
-75
Closed -$22K – 303
2026
Q1 		$22K Hold
75
– – ﹤0.01% 333
2025
Q4 		$26.3K Hold
75
– – ﹤0.01% 181
2025
Q3 		$24.2K Hold
75
– – ﹤0.01% 180
2025
Q2 		$29.2K Buy
+75
New +$30.2K 0.01% 164
2024
Q3 		– Sell
-300
Closed -$163K – 223
2024
Q2 		$163K Buy
300
+100
+50% +$52.9K 0.07% 58
2024
Q1 		$104K Sell
200
-35
-15% -$17.4K 0.05% 67
2023
Q4 		$111K Buy
+235
New +$109K 0.02% 109
2023
Q3 		– Sell
-459
Closed -$204K – 74
2023
Q2 		$204K Buy
+459
New +$212K 0.05% 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

Scarborough Advisors's ELV Position: Q2 2026 in Review

Scarborough Advisors sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 75 shares — an estimated $22K sold.

Scarborough Advisors first reported a position in ELV in Q2 2023 and held it in 8 quarters. The position peaked at $204K in Q2 2023. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Scarborough Advisors reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 75 Elevance Health shares in Q2 2026, an estimated $22K.
  • Scarborough Advisors first reported a position in Elevance Health in Q2 2023 and held it in 8 quarters.
  • Scarborough Advisors's Elevance Health position peaked at $204K in Q2 2023.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.