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World Investment Advisors’s Elevance Health ELV Stock Holding History

World Investment 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
Q2 		$8.72M Sell
29,719
-680
-2% -$252K 0.14% 161
2026
Q1 		$8.9M Buy
30,399
+2,109
+7% +$693K 0.14% 163
2025
Q4 		$9.92M Buy
28,290
+1,597
+6% +$540K 0.16% 148
2025
Q3 		$8.62M Sell
26,693
-741
-3% -$230K 0.18% 133
2025
Q2 		$10.7M Buy
27,434
+3,988
+17% +$1.6M 0.24% 91
2025
Q1 		$10.2M Buy
23,446
+2,909
+14% +$1.17M 0.26% 85
2024
Q4 		$7.58M Buy
20,537
+3,509
+21% +$1.47M 0.21% 113
2024
Q3 		$8.85M Buy
+17,028
New +$9.1M 0.28% 90

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 $3.38T AUM 44.17% 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

World Investment Advisors's ELV Position: Q2 2026 in Review

World Investment Advisors reduced its Elevance Health (ELV) stake by 2.2% in Q2 2026, selling an estimated $252K and leaving 29,719 shares worth $8.72M. The position accounts for 0.14% of the portfolio, ranked #161.

World Investment Advisors first reported a position in ELV in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.7M in Q2 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • World Investment Advisors held 29,719 shares of Elevance Health worth $8.72M as of Q2 2026.
  • World Investment Advisors sold 680 Elevance Health shares in Q2 2026, an estimated $252K.
  • Elevance Health made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • World Investment Advisors first reported a position in Elevance Health in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Elevance Health position peaked at $10.7M in Q2 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.