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Blume Capital Management’s Elevance Health ELV Stock Holding History

Blume Capital Management’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 		$4.15M Sell
10,734
-292
-3% -$108K 0.61% 50
2026
Q1 		$3.23M Buy
11,026
+4,841
+78% +$1.59M 0.55% 51
2025
Q4 		$2.17M Buy
6,185
+40
+0.7% +$13.5K 0.39% 56
2025
Q3 		$1.99M Buy
6,145
+4,320
+237% +$1.34M 0.38% 52
2025
Q2 		$710K Sell
1,825
-9,811
-84% -$3.95M 0.14% 71
2025
Q1 		$5.06M Buy
11,636
+987
+9% +$396K 1.13% 36
2024
Q4 		$3.93M Buy
+10,649
New +$4.46M 0.88% 39

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 $3.37T AUM 44.26% 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

Blume Capital Management's ELV Position: Q2 2026 in Review

Blume Capital Management reduced its Elevance Health (ELV) stake by 2.6% in Q2 2026, selling an estimated $108K and leaving 10,734 shares worth $4.15M. The position accounts for 0.61% of the portfolio, ranked #50.

Blume Capital Management first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.06M in Q1 2025. 1,604 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Blume Capital Management held 10,734 shares of Elevance Health worth $4.15M as of Q2 2026.
  • Blume Capital Management sold 292 Elevance Health shares in Q2 2026, an estimated $108K.
  • Elevance Health made up 0.61% of Blume Capital Management's portfolio in Q2 2026, its #50 holding.
  • Blume Capital Management first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Blume Capital Management's Elevance Health position peaked at $5.06M in Q1 2025.
  • 1,604 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.