VF
ELV icon

Vest Financial’s Elevance Health ELV Stock Holding History

Vest Financial’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 		$21.9M Sell
56,627
-30,649
-35% -$11.4M 0.23% 132
2026
Q1 		$25.6M Buy
87,276
+20,982
+32% +$6.9M 0.31% 121
2025
Q4 		$23.2M Sell
66,294
-22,688
-25% -$7.67M 0.29% 122
2025
Q3 		$28.8M Sell
88,982
-10,817
-11% -$3.36M 0.38% 112
2025
Q2 		$38.8M Buy
99,799
+14,809
+17% +$5.96M 0.55% 96
2025
Q1 		$37M Sell
84,990
-5,623
-6% -$2.26M 0.57% 89
2024
Q4 		$33.4M Buy
90,613
+38,834
+75% +$16.3M 0.59% 99
2024
Q3 		$26.9M Buy
51,779
+9,979
+24% +$5.33M 0.52% 104
2024
Q2 		$22.6M Buy
41,800
+6,967
+20% +$3.68M 0.54% 93
2024
Q1 		$18.1M Buy
34,833
+7,049
+25% +$3.51M 0.48% 110
2023
Q4 		$13.1M Buy
27,784
+6,970
+33% +$3.22M 0.49% 88
2023
Q3 		$9.06M Buy
20,814
+9,030
+77% +$4.1M 0.5% 79
2023
Q2 		$5.24M Buy
11,784
+8,869
+304% +$4.09M 0.49% 91
2023
Q1 		$1.34M Buy
2,915
+2,159
+286% +$1.03M 0.18% 108
2022
Q4 		$388K Buy
+756
New +$384K 0.06% 81

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

Vest Financial's ELV Position: Q2 2026 in Review

Vest Financial reduced its Elevance Health (ELV) stake by 35% in Q2 2026, selling an estimated $11.4M and leaving 56,627 shares worth $21.9M. The position accounts for 0.23% of the portfolio, ranked #132.

Vest Financial first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.8M in Q2 2025. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Vest Financial held 56,627 shares of Elevance Health worth $21.9M as of Q2 2026.
  • Vest Financial sold 30,649 Elevance Health shares in Q2 2026, an estimated $11.4M.
  • Elevance Health made up 0.23% of Vest Financial's portfolio in Q2 2026, its #132 holding.
  • Vest Financial first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
  • Vest Financial's Elevance Health position peaked at $38.8M in Q2 2025.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.