Bright Rock Capital Management’s Elevance Health ELV Stock Holding History

Bright Rock 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 Q3	$8.17M	Hold	21,000	–	–	1.54%	26
2026 Q2	$8.12M	Hold	21,000	–	–	1.63%	23
2026 Q1	$6.15M	Hold	21,000	–	–	1.22%	32
2025 Q4	$7.36M	Buy	+21,000	New	+$7.1M	1.45%	27

Other funds holding ELV

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Bright Rock Capital Management's ELV Position: Q3 2026 in Review

Bright Rock Capital Management held its Elevance Health (ELV) position steady in Q3 2026 at 21,000 shares worth $8.17M. The position accounts for 1.54% of the portfolio, ranked #26.

Bright Rock Capital Management first reported a position in ELV in Q4 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Bright Rock Capital Management held 21,000 shares of Elevance Health worth $8.17M as of Q3 2026.
Bright Rock Capital Management left its Elevance Health share count unchanged in Q3 2026.
Elevance Health made up 1.54% of Bright Rock Capital Management's portfolio in Q3 2026, its #26 holding.
Bright Rock Capital Management first reported a position in Elevance Health in Q4 2025 and has held it in 4 quarters since.
64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Bright Rock Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.