UBS Group’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $286M | Buy |
739,833
+4,703
| +0.6% | +$1.74M | 0.04% | 495 |
|
|
2026
Q1 | $215M | Sell |
735,130
-76,334
| -9% | -$25.1M | 0.03% | 587 |
|
|
2025
Q4 | $284M | Sell |
811,464
-117,962
| -13% | -$39.9M | 0.05% | 409 |
|
|
2025
Q3 | $300M | Buy |
929,426
+83,508
| +10% | +$26M | 0.05% | 394 |
|
|
2025
Q2 | $329M | Sell |
845,918
-89,488
| -10% | -$36M | 0.06% | 338 |
|
|
2025
Q1 | $407M | Sell |
935,406
-170,434
| -15% | -$68.4M | 0.07% | 264 |
|
|
2024
Q4 | $408M | Buy |
1,105,840
+287,400
| +35% | +$120M | 0.08% | 246 |
|
|
2024
Q3 | $426M | Buy |
818,440
+94,992
| +13% | +$50.7M | 0.09% | 206 |
|
|
2024
Q2 | $392M | Sell |
723,448
-8,871
| -1% | -$4.69M | 0.1% | 198 |
|
|
2024
Q1 | $380M | Buy |
732,319
+143,661
| +24% | +$71.4M | 0.09% | 204 |
|
|
2023
Q4 | $278M | Buy |
588,658
+90,664
| +18% | +$41.9M | 0.08% | 236 |
|
|
2023
Q3 | $217M | Sell |
497,994
-159,581
| -24% | -$72.4M | 0.07% | 260 |
|
|
2023
Q2 | $292M | Buy |
657,575
+164,171
| +33% | +$75.7M | 0.1% | 212 |
|
|
2023
Q1 | $227M | Sell |
493,404
-126,682
| -20% | -$60.3M | 0.08% | 224 |
|
|
2022
Q4 | $318M | Buy |
620,086
+184,409
| +42% | +$93.6M | 0.12% | 189 |
|
|
2022
Q3 | $198M | Sell |
435,677
-35,186
| -7% | -$16.8M | 0.09% | 238 |
|
|
2022
Q2 | $227M | Buy |
470,863
+71,247
| +18% | +$35.2M | 0.09% | 236 |
|
|
2022
Q1 | $196M | Sell |
399,616
-6,590
| -2% | -$3.01M | 0.07% | 299 |
|
|
2021
Q4 | $188M | Sell |
406,206
-79,274
| -16% | -$33.4M | 0.05% | 362 |
|
|
2021
Q3 | $181M | Buy |
485,480
+20,711
| +4% | +$7.87M | 0.06% | 329 |
|
|
2021
Q2 | $177M | Sell |
464,769
-1,326
| -0.3% | -$507K | 0.06% | 331 |
|
|
2021
Q1 | $167M | Sell |
466,095
-14,415
| -3% | -$4.64M | 0.06% | 327 |
|
|
2020
Q4 | $154M | Sell |
480,510
-32,896
| -6% | -$10.1M | 0.05% | 345 |
|
|
2020
Q3 | $138M | Buy |
513,406
+151,298
| +42% | +$40.7M | 0.05% | 319 |
|
|
2020
Q2 | $95.2M | Sell |
362,108
-10,602
| -3% | -$2.83M | 0.04% | 381 |
|
|
2020
Q1 | $84.6M | Sell |
372,710
-31,705
| -8% | -$8.64M | 0.04% | 395 |
|
|
2019
Q4 | $122M | Sell |
404,415
-7,746
| -2% | -$2.13M | 0.04% | 383 |
|
|
2019
Q3 | $99M | Sell |
412,161
-14,467
| -3% | -$3.96M | 0.04% | 412 |
|
|
2019
Q2 | $120M | Buy |
426,628
+19,748
| +5% | +$5.39M | 0.05% | 353 |
|
|
2019
Q1 | $117M | Buy |
406,880
+33,245
| +9% | +$9.61M | 0.05% | 347 |
|
|
2018
Q4 | $98.1M | Sell |
373,635
-34,717
| -9% | -$9.55M | 0.04% | 373 |
|
|
2018
Q3 | $112M | Sell |
408,352
-37,649
| -8% | -$9.77M | 0.04% | 375 |
|
|
2018
Q2 | $106M | Buy |
446,001
+67,203
| +18% | +$15.6M | 0.05% | 387 |
|
|
2018
Q1 | $83.2M | Sell |
378,798
-180,502
| -32% | -$42.4M | 0.04% | 438 |
|
|
2017
Q4 | $126M | Buy |
559,300
+172,463
| +45% | +$36.7M | 0.05% | 351 |
|
|
2017
Q3 | $73.5M | Sell |
386,837
-13,729
| -3% | -$2.61M | 0.03% | 460 |
|
|
2017
Q2 | $75.4M | Buy |
400,566
+18,610
| +5% | +$3.34M | 0.04% | 427 |
|
|
2017
Q1 | $63.2M | Buy |
381,956
+6,406
| +2% | +$1.02M | 0.03% | 467 |
|
|
2016
Q4 | $54M | Buy |
375,550
+22,603
| +6% | +$3.03M | 0.03% | 506 |
|
|
2016
Q3 | $44.2M | Buy |
352,947
+177,984
| +102% | +$23M | 0.03% | 566 |
|
|
2016
Q2 | $23M | Sell |
174,963
-9,333
| -5% | -$1.28M | 0.01% | 855 |
|
|
2016
Q1 | $25.6M | Sell |
184,296
-54,136
| -23% | -$7.23M | 0.02% | 746 |
|
|
2015
Q4 | $33.2M | Sell |
238,432
-23,714
| -9% | -$3.27M | 0.02% | 687 |
|
|
2015
Q3 | $36.7M | Sell |
262,146
-11,969
| -4% | -$1.8M | 0.03% | 585 |
|
|
2015
Q2 | $45M | Sell |
274,115
-39,269
| -13% | -$6.27M | 0.03% | 560 |
|
|
2015
Q1 | $48.4M | Buy |
313,384
+67,630
| +28% | +$9.63M | 0.03% | 517 |
|
|
2014
Q4 | $30.9M | Buy |
+245,754
| New | +$30.4M | 0.02% | 740 |
|
Other funds holding ELV
UBS Group's ELV Position: Q2 2026 in Review
UBS Group increased its Elevance Health (ELV) stake by 0.64% in Q2 2026, buying an estimated $1.74M and bringing the position to 739,833 shares worth $286M. The position accounts for 0.04% of the portfolio, ranked #495.
UBS Group first reported a position in ELV in Q4 2014 and has held it in 47 quarters since. The position peaked at $426M in Q3 2024. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- UBS Group held 739,833 shares of Elevance Health worth $286M as of Q2 2026.
- UBS Group bought 4,703 Elevance Health shares in Q2 2026, an estimated $1.74M.
- Elevance Health made up 0.04% of UBS Group's portfolio in Q2 2026, its #495 holding.
- UBS Group first reported a position in Elevance Health in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Elevance Health position peaked at $426M in Q3 2024.
- 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.