CFO
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Callan Family Office’s Elevance Health ELV Stock Holding History

Callan Family Office’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 		$1.59M Buy
4,118
+341
+9% +$126K 0.03% 462
2026
Q1 		$1.11M Sell
3,777
-1,560
-29% -$513K 0.03% 535
2025
Q4 		$1.87M Buy
5,337
+1,601
+43% +$541K 0.04% 371
2025
Q3 		$1.21M Sell
3,736
-769
-17% -$239K 0.04% 346
2025
Q2 		$1.75M Buy
4,505
+2,490
+124% +$1M 0.06% 289
2025
Q1 		$876K Sell
2,015
-454
-18% -$182K 0.07% 236
2024
Q4 		$911K Buy
+2,469
New +$1.03M 0.06% 267

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

Callan Family Office's ELV Position: Q2 2026 in Review

Callan Family Office increased its Elevance Health (ELV) stake by 9% in Q2 2026, buying an estimated $126K and bringing the position to 4,118 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #462.

Callan Family Office first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Callan Family Office held 4,118 shares of Elevance Health worth $1.59M as of Q2 2026.
  • Callan Family Office bought 341 Elevance Health shares in Q2 2026, an estimated $126K.
  • Elevance Health made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #462 holding.
  • Callan Family Office first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Elevance Health position peaked at $1.87M in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.