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Douglass Winthrop Advisors’s Elevance Health ELV Stock Holding History

Douglass Winthrop Advisors’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 		$396K Hold
1,025
– – 0.01% 251
2026
Q1 		$300K Sell
1,025
-100
-9% -$32.9K 0.01% 262
2025
Q4 		$394K Sell
1,125
-17
-1% -$5.75K 0.01% 244
2025
Q3 		$369K Buy
1,142
+17
+2% +$5.29K 0.01% 239
2025
Q2 		$438K Sell
1,125
-337
-23% -$136K 0.01% 197
2025
Q1 		$636K Sell
1,462
-50
-3% -$20.1K 0.01% 172
2024
Q4 		$558K Hold
1,512
– – 0.01% 199
2024
Q3 		$786K Hold
1,512
– – 0.02% 166
2024
Q2 		$819K Hold
1,512
– – 0.02% 148
2024
Q1 		$784K Buy
1,512
+187
+14% +$93K 0.02% 154
2023
Q4 		$625K Hold
1,325
– – 0.01% 157
2023
Q3 		$577K Hold
1,325
– – 0.01% 152
2023
Q2 		$589K Hold
1,325
– – 0.01% 160
2023
Q1 		$609K Sell
1,325
-36
-3% -$17.1K 0.02% 153
2022
Q4 		$698K Hold
1,361
– – 0.02% 143
2022
Q3 		$618K Hold
1,361
– – 0.02% 142
2022
Q2 		$657K Hold
1,361
– – 0.02% 149
2022
Q1 		$669K Sell
1,361
-114
-8% -$52.1K 0.02% 165
2021
Q4 		$684K Hold
1,475
– – 0.02% 167
2021
Q3 		$550K Sell
1,475
-26
-2% -$9.88K 0.01% 186
2021
Q2 		$573K Buy
1,501
+226
+18% +$86.4K 0.01% 185
2021
Q1 		$458K Hold
1,275
– – 0.01% 197
2020
Q4 		$409K Hold
1,275
– – 0.01% 207
2020
Q3 		$342K Hold
1,275
– – 0.01% 212
2020
Q2 		$335K Buy
+1,275
New +$340K 0.01% 202

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

Douglass Winthrop Advisors's ELV Position: Q2 2026 in Review

Douglass Winthrop Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 1,025 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #251.

Douglass Winthrop Advisors first reported a position in ELV in Q2 2020 and has held it in 25 quarters since. The position peaked at $819K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Douglass Winthrop Advisors held 1,025 shares of Elevance Health worth $396K as of Q2 2026.
  • Douglass Winthrop Advisors left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #251 holding.
  • Douglass Winthrop Advisors first reported a position in Elevance Health in Q2 2020 and has held it in 25 quarters since.
  • Douglass Winthrop Advisors's Elevance Health position peaked at $819K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.