Beck Mack & Oliver’s Elevance Health ELV Stock Holding History

Beck Mack & Oliver’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	Sell	799 -2	-0.2%	-$742	0.01%	167
2026 Q1	$234K	Sell	801 -142	-15%	-$46.7K	﹤0.01%	178
2025 Q4	$331K	Buy	943 +212	+29%	+$71.6K	0.01%	160
2025 Q3	$236K	Sell	731 -195	-21%	-$60.6K	﹤0.01%	167
2025 Q2	$360K	Buy	926 +142	+18%	+$57.1K	0.01%	145
2025 Q1	$341K	Hold	784	–	–	0.01%	150
2024 Q4	$289K	Hold	784	–	–	0.01%	154
2024 Q3	$408K	Hold	784	–	–	0.01%	132
2024 Q2	$425K	Hold	784	–	–	0.01%	128
2024 Q1	$407K	Buy	784 +313	+66%	+$156K	0.01%	134
2023 Q4	$222K	Buy	+471	New	+$218K	0.01%	167

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 $3.37T AUM 44.26% 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

Beck Mack & Oliver's ELV Position: Q2 2026 in Review

Beck Mack & Oliver reduced its Elevance Health (ELV) stake by 0.25% in Q2 2026, selling an estimated $742 and leaving 799 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #167.

Beck Mack & Oliver first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $425K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Beck Mack & Oliver held 799 shares of Elevance Health worth $309K as of Q2 2026.
Beck Mack & Oliver sold 2 Elevance Health shares in Q2 2026, an estimated $742.
Elevance Health made up 0.01% of Beck Mack & Oliver's portfolio in Q2 2026, its #167 holding.
Beck Mack & Oliver first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
Beck Mack & Oliver's Elevance Health position peaked at $425K in Q2 2024.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.