Vestmark Advisory Solutions’s Elevance Health ELV Stock Holding History

Vestmark Advisory Solutions’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	$1.67M	Buy	4,325 +1,116	+35%	+$414K	0.02%	782
2026 Q1	$940K	Sell	3,209 -1,319	-29%	-$434K	0.01%	892
2025 Q4	$1.59M	Buy	4,528 +1,157	+34%	+$391K	0.02%	658
2025 Q3	$1.09M	Buy	3,371 +1,494	+80%	+$465K	0.02%	524
2025 Q2	$730K	Buy	+1,877	New	+$755K	0.01%	555
2023 Q3	–	Sell	-7,447	Closed	-$3.31M	–	547
2023 Q2	$3.31M	Buy	7,447 +496	+7%	+$229K	0.13%	210
2023 Q1	$3.2M	Buy	6,951 +1,078	+18%	+$513K	0.14%	199
2022 Q4	$3.01M	Sell	5,873 -103	-2%	-$52.3K	0.15%	193
2022 Q3	$2.71M	Buy	5,976 +1,215	+26%	+$581K	0.15%	190
2022 Q2	$2.3M	Sell	4,761 -51	-1%	-$25.2K	0.13%	208
2022 Q1	$2.36M	Buy	4,812 +2,976	+162%	+$1.36M	0.13%	204
2021 Q4	$851K	Buy	1,836 +58	+3%	+$24.4K	0.05%	399
2021 Q3	$663K	Buy	1,778 +305	+21%	+$116K	0.04%	415
2021 Q2	$562K	Buy	1,473 +71	+5%	+$27.1K	0.04%	445
2021 Q1	$503K	Sell	1,402 -42	-3%	-$13.5K	0.04%	439
2020 Q4	$464K	Sell	1,444 -258	-15%	-$79.2K	0.05%	373
2020 Q3	$457K	Sell	1,702 -215	-11%	-$57.9K	0.06%	339
2020 Q2	$504K	Buy	1,917 +97	+5%	+$25.9K	0.08%	302
2020 Q1	$413K	Buy	+1,820	New	+$496K	0.08%	296
2019 Q4	–	Sell	-1,484	Closed	-$356K	–	336
2019 Q3	$356K	Sell	1,484 -77	-5%	-$21.1K	0.06%	372
2019 Q2	$441K	Buy	1,561 +99	+7%	+$27K	0.08%	308
2019 Q1	$420K	Buy	+1,462	New	+$423K	0.07%	315

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vestmark Advisory Solutions's ELV Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Elevance Health (ELV) stake by 35% in Q2 2026, buying an estimated $414K and bringing the position to 4,325 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #782.

Vestmark Advisory Solutions first reported a position in ELV in Q1 2019 and has held it in 22 quarters since. The position peaked at $3.31M in Q2 2023. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Vestmark Advisory Solutions held 4,325 shares of Elevance Health worth $1.67M as of Q2 2026.
Vestmark Advisory Solutions bought 1,116 Elevance Health shares in Q2 2026, an estimated $414K.
Elevance Health made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #782 holding.
Vestmark Advisory Solutions first reported a position in Elevance Health in Q1 2019 and has held it in 22 quarters since.
Vestmark Advisory Solutions's Elevance Health position peaked at $3.31M in Q2 2023.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.