Easterly Investment Partners’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.8M Buy
43,512
+607
+1% +$225K 0.86% 27
2026
Q1
$12.5M Sell
42,905
-205
-0.5% -$67.4K 0.96% 28
2025
Q4
$15.1M Buy
43,110
+15,998
+59% +$5.41M 0.93% 22
2025
Q3
$8.76M Buy
+27,112
New +$8.43M 0.59% 58

Other funds holding ELV

Easterly Investment Partners's ELV Position: Q2 2026 in Review

Easterly Investment Partners increased its Elevance Health (ELV) stake by 1.4% in Q2 2026, buying an estimated $225K and bringing the position to 43,512 shares worth $16.8M. The position accounts for 0.86% of the portfolio, ranked #27.

Easterly Investment Partners first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 565 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Easterly Investment Partners held 43,512 shares of Elevance Health worth $16.8M as of Q2 2026.
  • Easterly Investment Partners bought 607 Elevance Health shares in Q2 2026, an estimated $225K.
  • Elevance Health made up 0.86% of Easterly Investment Partners's portfolio in Q2 2026, its #27 holding.
  • Easterly Investment Partners first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 565 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.