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Cidel Asset Management’s Elevance Health ELV Stock Holding History

Cidel Asset 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 		$1.95M Buy
5,038
+348
+7% +$129K 0.09% 117
2026
Q1 		$1.37M Buy
4,690
+1,024
+28% +$337K 0.07% 126
2025
Q4 		$1.29M Buy
3,666
+272
+8% +$91.9K 0.09% 116
2025
Q3 		$1.1M Buy
3,394
+523
+18% +$163K 0.06% 122
2025
Q2 		$1.12M Buy
2,871
+286
+11% +$115K 0.07% 116
2025
Q1 		$1.12M Buy
2,585
+288
+13% +$116K 0.07% 108
2024
Q4 		$847K Buy
2,297
+237
+12% +$99.2K 0.06% 129
2024
Q3 		$1.07M Hold
2,060
– – 0.08% 112
2024
Q2 		$1.12M Buy
2,060
+35
+2% +$18.5K 0.09% 101
2024
Q1 		$1.05M Buy
2,025
+47
+2% +$23.4K 0.08% 112
2023
Q4 		$933K Buy
+1,978
New +$915K 0.04% 122

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

Cidel Asset Management's ELV Position: Q2 2026 in Review

Cidel Asset Management increased its Elevance Health (ELV) stake by 7.4% in Q2 2026, buying an estimated $129K and bringing the position to 5,038 shares worth $1.95M. The position accounts for 0.09% of the portfolio, ranked #117.

Cidel Asset Management first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cidel Asset Management held 5,038 shares of Elevance Health worth $1.95M as of Q2 2026.
  • Cidel Asset Management bought 348 Elevance Health shares in Q2 2026, an estimated $129K.
  • Elevance Health made up 0.09% of Cidel Asset Management's portfolio in Q2 2026, its #117 holding.
  • Cidel Asset Management first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.