Caldwell Sutter Capital’s Elevance Health ELV Stock Holding History

Caldwell Sutter Capital’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	$2.71K	Hold	7	–	–	﹤0.01%	767
2026 Q1	$2.05K	Hold	7	–	–	﹤0.01%	752
2025 Q4	$2.45K	Hold	7	–	–	﹤0.01%	718
2025 Q3	$2.26K	Hold	7	–	–	﹤0.01%	729
2025 Q2	$2.72K	Hold	7	–	–	﹤0.01%	684
2025 Q1	$3.04K	Hold	7	–	–	﹤0.01%	684
2024 Q4	$2.58K	Hold	7	–	–	﹤0.01%	717
2024 Q3	$3.64K	Hold	7	–	–	﹤0.01%	687
2024 Q2	$3.79K	Hold	7	–	–	﹤0.01%	669
2024 Q1	$3.63K	Hold	7	–	–	﹤0.01%	666
2023 Q4	$3.3K	Hold	7	–	–	﹤0.01%	686
2023 Q3	$3.05K	Hold	7	–	–	﹤0.01%	668
2023 Q2	$3.11K	Buy	+7	New	+$3.23K	﹤0.01%	678

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

Caldwell Sutter Capital's ELV Position: Q2 2026 in Review

Caldwell Sutter Capital held its Elevance Health (ELV) position steady in Q2 2026 at 7 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Caldwell Sutter Capital first reported a position in ELV in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.79K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Caldwell Sutter Capital held 7 shares of Elevance Health worth $2.71K as of Q2 2026.
Caldwell Sutter Capital left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #767 holding.
Caldwell Sutter Capital first reported a position in Elevance Health in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Elevance Health position peaked at $3.79K in Q2 2024.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.