VA
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Valmark Advisers’s Elevance Health ELV Stock Holding History

Valmark Advisers’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 		$485K Sell
1,254
-37
-3% -$13.7K 0.01% 505
2026
Q1 		$378K Hold
1,291
– – ﹤0.01% 535
2025
Q4 		$453K Sell
1,291
-54
-4% -$18.2K 0.01% 463
2025
Q3 		$435K Sell
1,345
-162
-11% -$50.4K 0.01% 463
2025
Q2 		$586K Buy
1,507
+11
+0.7% +$4.42K 0.01% 421
2025
Q1 		$651K Buy
1,496
+101
+7% +$40.5K 0.01% 383
2024
Q4 		$514K Sell
1,395
-314
-18% -$131K 0.01% 414
2024
Q3 		$889K Sell
1,709
-98
-5% -$52.4K 0.01% 325
2024
Q2 		$979K Buy
1,807
+29
+2% +$15.3K 0.02% 290
2024
Q1 		$922K Buy
1,778
+249
+16% +$124K 0.02% 281
2023
Q4 		$721K Sell
1,529
-59
-4% -$27.3K 0.01% 303
2023
Q3 		$691K Buy
1,588
+29
+2% +$13.2K 0.01% 280
2023
Q2 		$693K Buy
1,559
+29
+2% +$13.4K 0.01% 282
2023
Q1 		$703K Buy
1,530
+708
+86% +$337K 0.02% 267
2022
Q4 		$422K Buy
822
+9
+1% +$4.57K 0.01% 330
2022
Q3 		$369K Sell
813
-31
-4% -$14.8K 0.01% 320
2022
Q2 		$407K Sell
844
-69
-8% -$34.1K 0.01% 315
2022
Q1 		$449K Buy
913
+101
+12% +$46.2K 0.01% 315
2021
Q4 		$377K Buy
+812
New +$342K 0.01% 316

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

Valmark Advisers's ELV Position: Q2 2026 in Review

Valmark Advisers reduced its Elevance Health (ELV) stake by 2.9% in Q2 2026, selling an estimated $13.7K and leaving 1,254 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #505.

Valmark Advisers first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $979K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Valmark Advisers held 1,254 shares of Elevance Health worth $485K as of Q2 2026.
  • Valmark Advisers sold 37 Elevance Health shares in Q2 2026, an estimated $13.7K.
  • Elevance Health made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #505 holding.
  • Valmark Advisers first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • Valmark Advisers's Elevance Health position peaked at $979K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.