3Chopt Investment Partners’s Elevance Health ELV Stock Holding History

3Chopt Investment Partners’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	$309K	Buy	798 +90	+13%	+$33.4K	0.06%	201
2026 Q1	$207K	Buy	708 +119	+20%	+$39.1K	0.05%	215
2025 Q4	$206K	Buy	+589	New	+$199K	0.05%	206
2025 Q3	–	Sell	-665	Closed	-$259K	–	233
2025 Q2	$259K	Sell	665 -67	-9%	-$26.9K	0.06%	192
2025 Q1	$318K	Buy	+732	New	+$294K	0.08%	169
2024 Q3	–	Sell	-516	Closed	-$280K	–	105
2024 Q2	$280K	Buy	+516	New	+$273K	0.09%	165
2023 Q1	–	Sell	-75	Closed	-$38.5K	–	178
2022 Q4	$38.5K	Buy	+75	New	+$38.1K	0.02%	211

Other funds holding ELV

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

3Chopt Investment Partners's ELV Position: Q2 2026 in Review

3Chopt Investment Partners increased its Elevance Health (ELV) stake by 13% in Q2 2026, buying an estimated $33.4K and bringing the position to 798 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #201.

3Chopt Investment Partners first reported a position in ELV in Q4 2022 and has held it in 7 quarters since. The position peaked at $318K in Q1 2025. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

3Chopt Investment Partners held 798 shares of Elevance Health worth $309K as of Q2 2026.
3Chopt Investment Partners bought 90 Elevance Health shares in Q2 2026, an estimated $33.4K.
Elevance Health made up 0.06% of 3Chopt Investment Partners's portfolio in Q2 2026, its #201 holding.
3Chopt Investment Partners first reported a position in Elevance Health in Q4 2022 and has held it in 7 quarters since.
3Chopt Investment Partners's Elevance Health position peaked at $318K in Q1 2025.
917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.