Westwood Holdings Group’s Elevance Health ELV Stock Holding History

Westwood Holdings Group’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	$17.3M	Buy	+44,692	New	+$16.6M	0.13%	211
2023 Q1	–	Sell	-111	Closed	-$57K	–	517
2022 Q4	$57K	Buy	+111	New	+$56.4K	﹤0.01%	519
2020 Q1	–	Sell	-109	Closed	-$33K	–	437
2019 Q4	$33K	Buy	+109	New	+$30K	﹤0.01%	508
2019 Q2	–	Sell	-1,300	Closed	-$373K	–	508
2019 Q1	$373K	Hold	1,300	–	–	﹤0.01%	363
2018 Q4	$341K	Hold	1,300	–	–	﹤0.01%	359
2018 Q3	$356K	Buy	+1,300	New	+$337K	﹤0.01%	362

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 $3.38T AUM 44.17% 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

Westwood Holdings Group's ELV Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Elevance Health (ELV) in Q2 2026: 44,692 shares worth $17.3M. The stake represents 0.13% of the portfolio and ranks #211 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in ELV as recently as Q4 2022.

Westwood Holdings Group first reported a position in ELV in Q3 2018 and has held it in 6 quarters since. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Westwood Holdings Group held 44,692 shares of Elevance Health worth $17.3M as of Q2 2026.
Elevance Health was a new Westwood Holdings Group position in Q2 2026.
Elevance Health made up 0.13% of Westwood Holdings Group's portfolio in Q2 2026, its #211 holding.
Westwood Holdings Group first reported a position in Elevance Health in Q3 2018 and has held it in 6 quarters since.
1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.