E. Ohman J:or Asset Management’s Elevance Health ELV Stock Holding History

E. Ohman J:or 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	$3.01M	Sell	7,777 -520	-6%	-$193K	0.07%	142
2026 Q1	$2.43M	Sell	8,297 -350	-4%	-$115K	0.06%	160
2025 Q4	$3.03M	Sell	8,647 -697	-7%	-$236K	0.07%	130
2025 Q3	$3.02M	Hold	9,344	–	–	0.07%	132
2025 Q2	$3.63M	Sell	9,344 -577	-6%	-$232K	0.09%	106
2025 Q1	$4.32M	Sell	9,921 -519	-5%	-$208K	0.11%	98
2024 Q4	$3.85M	Buy	10,440 +1,040	+11%	+$435K	0.09%	105
2024 Q3	$4.89M	Sell	9,400 -580	-6%	-$310K	0.12%	84
2024 Q2	$5.41M	Buy	9,980 +410	+4%	+$217K	0.13%	85
2024 Q1	$4.96M	Buy	9,570 +470	+5%	+$234K	0.13%	89
2023 Q4	$4.29M	Sell	9,100 -1,800	-17%	-$832K	0.16%	79
2023 Q3	$4.75M	Hold	10,900	–	–	0.18%	76
2023 Q2	$4.84M	Buy	10,900 +100	+0.9%	+$46.1K	0.17%	80
2023 Q1	$4.97M	Buy	10,800 +400	+4%	+$190K	0.19%	79
2022 Q4	$5.33M	Hold	10,400	–	–	0.23%	71
2022 Q3	$4.72M	Sell	10,400 -500	-5%	-$239K	0.22%	73
2022 Q2	$5.26M	Sell	10,900 -100	-0.9%	-$49.5K	0.23%	71
2022 Q1	$5.4M	Sell	11,000 -900	-8%	-$411K	0.18%	82
2021 Q4	$5.52M	Buy	11,900 +900	+8%	+$379K	0.16%	92
2021 Q3	$4.1M	Buy	11,000 +400	+4%	+$152K	0.13%	99
2021 Q2	$4.05M	Buy	10,600 +100	+1%	+$38.2K	0.13%	103
2021 Q1	$3.77M	Sell	10,500 -300	-3%	-$96.5K	0.14%	97
2020 Q4	$3.47M	Buy	10,800 +700	+7%	+$215K	0.14%	100
2020 Q3	$2.71M	Buy	10,100 +400	+4%	+$108K	0.13%	94
2020 Q2	$2.55M	Buy	9,700 +500	+5%	+$133K	0.15%	91
2020 Q1	$2.09M	Sell	9,200 -3,200	-26%	-$872K	0.15%	84
2019 Q4	$3.75M	Buy	12,400 +1,000	+9%	+$275K	0.21%	69
2019 Q3	$2.74M	Buy	11,400 +700	+7%	+$192K	0.17%	76
2019 Q2	$3.02M	Hold	10,700	–	–	0.2%	69
2019 Q1	$3.07M	Sell	10,700 -300	-3%	-$86.8K	0.21%	72
2018 Q4	$2.89M	Buy	11,000 +2,600	+31%	+$715K	0.21%	74
2018 Q3	$2.3M	Buy	8,400 +400	+5%	+$104K	0.15%	100
2018 Q2	$1.9M	Buy	8,000 +2,300	+40%	+$533K	0.14%	111
2018 Q1	$1.25M	Sell	5,700 -500	-8%	-$117K	0.1%	126
2017 Q4	$1.4M	Sell	6,200 -1,100	-15%	-$234K	0.11%	117
2017 Q3	$1.39M	Buy	7,300 +200	+3%	+$38.1K	0.12%	113
2017 Q2	$1.34M	Hold	7,100	–	–	0.13%	112
2017 Q1	$1.17M	Buy	7,100 +1,000	+16%	+$159K	0.14%	130
2016 Q4	$877K	Buy	6,100 +800	+15%	+$107K	0.12%	140
2016 Q3	$664K	Hold	5,300	–	–	0.1%	156
2016 Q2	$696K	Buy	5,300 +800	+18%	+$109K	0.12%	137
2016 Q1	$625K	Sell	4,500 -900	-17%	-$120K	0.11%	141
2015 Q4	$753K	Hold	5,400	–	–	0.13%	130
2015 Q3	$756K	Hold	5,400	–	–	0.2%	102
2015 Q2	$886K	Sell	5,400 -1,000	-16%	-$160K	0.21%	104
2015 Q1	$988K	Hold	6,400	–	–	0.23%	95
2014 Q4	$821K	Buy	+6,400	New	+$791K	0.2%	113

Other funds holding ELV

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

E. Ohman J:or Asset Management's ELV Position: Q2 2026 in Review

E. Ohman J:or Asset Management reduced its Elevance Health (ELV) stake by 6.3% in Q2 2026, selling an estimated $193K and leaving 7,777 shares worth $3.01M. The position accounts for 0.07% of the portfolio, ranked #142.

E. Ohman J:or Asset Management first reported a position in ELV in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.52M in Q4 2021. 603 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

E. Ohman J:or Asset Management held 7,777 shares of Elevance Health worth $3.01M as of Q2 2026.
E. Ohman J:or Asset Management sold 520 Elevance Health shares in Q2 2026, an estimated $193K.
Elevance Health made up 0.07% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #142 holding.
E. Ohman J:or Asset Management first reported a position in Elevance Health in Q4 2014 and has held it in 47 quarters since.
E. Ohman J:or Asset Management's Elevance Health position peaked at $5.52M in Q4 2021.
603 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.