YIA
ELV icon

YHB Investment Advisors’s Elevance Health ELV Stock Holding History

YHB 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 		$1.93M Sell
4,981
-316
-6% -$117K 0.12% 131
2026
Q1 		$1.55M Sell
5,297
-50
-0.9% -$16.4K 0.11% 139
2025
Q4 		$1.87M Sell
5,347
-123
-2% -$41.6K 0.13% 128
2025
Q3 		$1.77M Hold
5,470
– – 0.13% 125
2025
Q2 		$2.13M Sell
5,470
-75
-1% -$30.2K 0.16% 118
2025
Q1 		$2.41M Buy
5,545
+98
+2% +$39.3K 0.2% 107
2024
Q4 		$2.01M Sell
5,447
-223
-4% -$93.3K 0.17% 120
2024
Q3 		$2.95M Sell
5,670
-415
-7% -$222K 0.24% 95
2024
Q2 		$3.3M Buy
6,085
+8
+0.1% +$4.23K 0.28% 86
2024
Q1 		$3.15M Sell
6,077
-507
-8% -$252K 0.28% 88
2023
Q4 		$3.1M Sell
6,584
-1,044
-14% -$483K 0.3% 84
2023
Q3 		$3.32M Buy
7,628
+823
+12% +$373K 0.31% 88
2023
Q2 		$3.02M Hold
6,805
– – 0.28% 93
2023
Q1 		$3.13M Hold
6,805
– – 0.31% 86
2022
Q4 		$3.49M Sell
6,805
-1,042
-13% -$529K 0.37% 77
2022
Q3 		$3.56M Sell
7,847
-5
-0.1% -$2.39K 0.4% 69
2022
Q2 		$3.79M Sell
7,852
-1,535
-16% -$759K 0.4% 73
2022
Q1 		$4.61M Sell
9,387
-300
-3% -$137K 0.41% 69
2021
Q4 		$4.49M Hold
9,687
– – 0.36% 74
2021
Q3 		$3.61M Sell
9,687
-50
-0.5% -$19K 0.31% 90
2021
Q2 		$3.72M Buy
9,737
+1,234
+15% +$472K 0.32% 88
2021
Q1 		$3.19M Sell
8,503
-495
-6% -$159K 0.28% 94
2020
Q4 		$2.89M Hold
8,998
– – 0.28% 90
2020
Q3 		$2.42M Buy
8,998
+3,636
+68% +$978K 0.26% 91
2020
Q2 		$1.41M Buy
5,362
+1,982
+59% +$529K 0.2% 91
2020
Q1 		$767K Buy
3,380
+2,355
+230% +$642K 0.13% 112
2019
Q4 		$310K Buy
1,025
+10
+1% +$2.75K 0.04% 154
2019
Q3 		$244K Sell
1,015
-178
-15% -$48.8K 0.04% 173
2019
Q2 		$337K Hold
1,193
– – 0.05% 154
2019
Q1 		$342K Buy
1,193
+100
+9% +$28.9K 0.05% 153
2018
Q4 		$287K Sell
1,093
-40
-4% -$11K 0.05% 154
2018
Q3 		$310K Sell
1,133
-81
-7% -$21K 0.05% 158
2018
Q2 		$289K Hold
1,214
– – 0.05% 162
2018
Q1 		$267K Hold
1,214
– – 0.05% 159
2017
Q4 		$273K Buy
1,214
+81
+7% +$17.3K 0.05% 165
2017
Q3 		$215K Sell
1,133
-175
-13% -$33.3K 0.04% 170
2017
Q2 		$246K Buy
+1,308
New +$235K 0.04% 164

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

YHB Investment Advisors reduced its Elevance Health (ELV) stake by 6% in Q2 2026, selling an estimated $117K and leaving 4,981 shares worth $1.93M. The position accounts for 0.12% of the portfolio, ranked #131.

YHB Investment Advisors first reported a position in ELV in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.61M in Q1 2022. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • YHB Investment Advisors held 4,981 shares of Elevance Health worth $1.93M as of Q2 2026.
  • YHB Investment Advisors sold 316 Elevance Health shares in Q2 2026, an estimated $117K.
  • Elevance Health made up 0.12% of YHB Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • YHB Investment Advisors first reported a position in Elevance Health in Q2 2017 and has held it in 37 quarters since.
  • YHB Investment Advisors's Elevance Health position peaked at $4.61M in Q1 2022.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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