Unison Advisors
ELV icon

Unison Advisors’s Elevance Health ELV Stock Holding History

Unison 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
Q3 		$2.91M Buy
7,495
+30
+0.4% +$12K 0.2% 60
2026
Q2 		$2.89M Buy
7,465
+35
+0.5% +$13K 0.2% 59
2026
Q1 		$2.18M Buy
7,430
+32
+0.4% +$10.5K 0.17% 67
2025
Q4 		$2.59M Buy
7,398
+35
+0.5% +$11.8K 0.23% 54
2025
Q3 		$2.38M Buy
7,363
+35
+0.5% +$10.9K 0.22% 61
2025
Q2 		$2.85M Buy
7,328
+28
+0.4% +$11.3K 0.32% 46
2025
Q1 		$3.18M Buy
+7,300
New +$2.93M 0.4% 42

Other funds holding ELV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Unison Advisors's ELV Position: Q3 2026 in Review

Unison Advisors increased its Elevance Health (ELV) stake by 0.4% in Q3 2026, buying an estimated $12K and bringing the position to 7,495 shares worth $2.91M. The position accounts for 0.2% of the portfolio, ranked #60.

Unison Advisors first reported a position in ELV in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.18M in Q1 2025. 1,385 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Unison Advisors held 7,495 shares of Elevance Health worth $2.91M as of Q3 2026.
  • Unison Advisors bought 30 Elevance Health shares in Q3 2026, an estimated $12K.
  • Elevance Health made up 0.2% of Unison Advisors's portfolio in Q3 2026, its #60 holding.
  • Unison Advisors first reported a position in Elevance Health in Q1 2025 and has held it in 7 quarters since.
  • Unison Advisors's Elevance Health position peaked at $3.18M in Q1 2025.
  • 1,385 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Unison Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.