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Bontempo Ohly Capital Management’s Elevance Health ELV Stock Holding History

Bontempo Ohly 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 		$4.97M Sell
12,841
-74
-0.6% -$27.4K 2.11% 10
2026
Q1 		$3.78M Buy
+12,915
New +$4.24M 1.71% 21

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

Bontempo Ohly Capital Management's ELV Position: Q2 2026 in Review

Bontempo Ohly Capital Management reduced its Elevance Health (ELV) stake by 0.57% in Q2 2026, selling an estimated $27.4K and leaving 12,841 shares worth $4.97M. The position accounts for 2.11% of the portfolio, ranked #10.

Bontempo Ohly Capital Management first reported a position in ELV in Q1 2026 and has held it in 2 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Bontempo Ohly Capital Management held 12,841 shares of Elevance Health worth $4.97M as of Q2 2026.
  • Bontempo Ohly Capital Management sold 74 Elevance Health shares in Q2 2026, an estimated $27.4K.
  • Elevance Health made up 2.11% of Bontempo Ohly Capital Management's portfolio in Q2 2026, its #10 holding.
  • Bontempo Ohly Capital Management first reported a position in Elevance Health in Q1 2026 and has held it in 2 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bontempo Ohly Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.