CHAM
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Clear Harbor Asset Management’s Elevance Health ELV Stock Holding History

Clear Harbor 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 		$398K Sell
1,029
-115
-10% -$42.6K 0.02% 335
2026
Q1 		$335K Sell
1,144
-2,030
-64% -$667K 0.02% 350
2025
Q4 		$1.11M Sell
3,174
-1,222
-28% -$413K 0.08% 187
2025
Q3 		$1.42M Buy
4,396
+397
+10% +$123K 0.1% 160
2025
Q2 		$1.56M Buy
3,999
+27
+0.7% +$10.9K 0.12% 136
2025
Q1 		$1.73M Buy
3,972
+858
+28% +$344K 0.14% 116
2024
Q4 		$1.15M Buy
3,114
+1,633
+110% +$683K 0.09% 159
2024
Q3 		$770K Buy
1,481
+248
+20% +$132K 0.06% 190
2024
Q2 		$668K Buy
1,233
+193
+19% +$102K 0.06% 194
2024
Q1 		$539K Buy
1,040
+291
+39% +$145K 0.05% 214
2023
Q4 		$353K Buy
+749
New +$346K 0.03% 263
2020
Q4 		– Sell
-533
Closed -$143K – 436
2020
Q3 		$143K Buy
+533
New +$143K 0.02% 279
2020
Q1 		– Sell
-533
Closed -$161K – 391
2019
Q4 		$161K Buy
+533
New +$147K 0.03% 282
2017
Q4 		– Sell
-2,045
Closed -$388K – 251
2017
Q3 		$388K Sell
2,045
-750
-27% -$143K 0.08% 162
2017
Q2 		$541K Hold
2,795
– – 0.1% 133
2017
Q1 		$462K Hold
2,795
– – 0.09% 150
2016
Q4 		$402K Sell
2,795
-14,645
-84% -$1.96M 0.08% 156
2016
Q3 		$2.19M Buy
+17,440
New +$2.25M 0.48% 55
2015
Q1 		– Sell
-2,045
Closed -$257K – 313
2014
Q4 		$257K Hold
2,045
– – 0.05% 232
2014
Q3 		$245K Buy
+2,045
New +$235K 0.05% 180

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

Clear Harbor Asset Management's ELV Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Elevance Health (ELV) stake by 10% in Q2 2026, selling an estimated $42.6K and leaving 1,029 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #335.

Clear Harbor Asset Management first reported a position in ELV in Q3 2014 and has held it in 20 quarters since. The position peaked at $2.19M in Q3 2016. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Clear Harbor Asset Management held 1,029 shares of Elevance Health worth $398K as of Q2 2026.
  • Clear Harbor Asset Management sold 115 Elevance Health shares in Q2 2026, an estimated $42.6K.
  • Elevance Health made up 0.02% of Clear Harbor Asset Management's portfolio in Q2 2026, its #335 holding.
  • Clear Harbor Asset Management first reported a position in Elevance Health in Q3 2014 and has held it in 20 quarters since.
  • Clear Harbor Asset Management's Elevance Health position peaked at $2.19M in Q3 2016.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.