WestEnd Advisors’s Elevance Health ELV Stock Holding History

WestEnd 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	$2.33K	Hold	6	–	–	﹤0.01%	192
2026 Q2	$2.32K	Hold	6	–	–	﹤0.01%	175
2026 Q1	$1.76K	Hold	6	–	–	﹤0.01%	169
2025 Q4	$2.1K	Sell	6 -1	-14%	-$338	﹤0.01%	157
2025 Q3	$2.26K	Sell	7 -3	-30%	-$933	﹤0.01%	147
2025 Q2	$3.89K	Buy	10 +1	+11%	+$402	﹤0.01%	112
2025 Q1	$3.92K	Buy	9 +6	+200%	+$2.41K	﹤0.01%	111
2024 Q4	$1.11K	Hold	3	–	–	﹤0.01%	126
2024 Q3	$1.56K	Hold	3	–	–	﹤0.01%	100
2024 Q2	$1.63K	Sell	3 -1	-25%	-$529	﹤0.01%	95
2024 Q1	$2.07K	Hold	4	–	–	﹤0.01%	86
2023 Q4	$1.89K	Buy	4 +1	+33%	+$462	﹤0.01%	89
2023 Q3	$1.31K	Buy	+3	New	+$1.36K	﹤0.01%	97
2023 Q1	–	Sell	-3	Closed	-$1.43K	–	90
2022 Q4	$1.54K	Hold	3	–	–	﹤0.01%	83
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	107
2022 Q2	$1.45K	Buy	+3	New	+$1.48K	﹤0.01%	96
2022 Q1	–	Sell	-2	Closed	-$914	–	109
2021 Q4	$927	Buy	+2	New	+$841	﹤0.01%	114
2021 Q3	–	Hold	0	–	–	–	115
2021 Q2	–	Hold	0	–	–	–	111

Other funds holding ELV

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return

WestEnd Advisors's ELV Position: Q3 2026 in Review

WestEnd Advisors held its Elevance Health (ELV) position steady in Q3 2026 at 6 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

WestEnd Advisors first reported a position in ELV in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.92K in Q1 2025. 866 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

WestEnd Advisors held 6 shares of Elevance Health worth $2.33K as of Q3 2026.
WestEnd Advisors left its Elevance Health share count unchanged in Q3 2026.
Elevance Health made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #192 holding.
WestEnd Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 17 quarters since.
WestEnd Advisors's Elevance Health position peaked at $3.92K in Q1 2025.
866 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.