Disciplined Investors’s Elevance Health ELV Stock Holding History

Disciplined Investors’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	$242K	Buy	+624	New	+$231K	0.12%	128
2026 Q1	–	Sell	-726	Closed	-$255K	–	142
2025 Q4	$255K	Sell	726 -178	-20%	-$60.2K	0.17%	108
2025 Q3	$292K	Hold	904	–	–	0.21%	94
2025 Q2	$352K	Sell	904 -1	-0.1%	-$402	0.27%	77
2025 Q1	$394K	Sell	905 -101	-10%	-$40.5K	0.36%	65
2024 Q4	$399K	Buy	+1,006	New	+$421K	0.38%	61

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

Disciplined Investors's ELV Position: Q2 2026 in Review

Disciplined Investors opened a new position in Elevance Health (ELV) in Q2 2026: 624 shares worth $242K. The stake represents 0.12% of the portfolio and ranks #128 among its holdings. This is a return to the name: Disciplined Investors previously reported a position in ELV as recently as Q4 2025.

Disciplined Investors first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q4 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Disciplined Investors held 624 shares of Elevance Health worth $242K as of Q2 2026.
Elevance Health was a new Disciplined Investors position in Q2 2026.
Elevance Health made up 0.12% of Disciplined Investors's portfolio in Q2 2026, its #128 holding.
Disciplined Investors first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
Disciplined Investors's Elevance Health position peaked at $399K in Q4 2024.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.