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Dorato Capital Management’s Elevance Health ELV Stock Holding History

Dorato Capital 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 		$45.8K Hold
110
– – 0.03% 184
2026
Q1 		$35K Hold
110
– – 0.03% 189
2025
Q4 		$41K Buy
+110
New +$37.2K 0.03% 182

Other funds holding ELV

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Dorato Capital Management's ELV Position: Q2 2026 in Review

Dorato Capital Management held its Elevance Health (ELV) position steady in Q2 2026 at 110 shares worth $45.8K. The position accounts for 0.03% of the portfolio, ranked #184.

Dorato Capital Management first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 857 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Dorato Capital Management held 110 shares of Elevance Health worth $45.8K as of Q2 2026.
  • Dorato Capital Management left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.03% of Dorato Capital Management's portfolio in Q2 2026, its #184 holding.
  • Dorato Capital Management first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 857 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.