EdgeRock Capital
ELV icon

EdgeRock Capital’s Elevance Health ELV Stock Holding History

EdgeRock Capital’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
Q3 		$226K Buy
+582
New +$232K 0.05% 146
2024
Q1 		– Sell
-293
Closed -$145K – 156
2023
Q4 		$145K Buy
+293
New +$135K 0.11% 61
2022
Q4 		– Sell
-244
Closed -$111K – 159
2022
Q3 		$111K Buy
+244
New +$117K 0.06% 76

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

EdgeRock Capital's ELV Position: Q3 2026 in Review

EdgeRock Capital opened a new position in Elevance Health (ELV) in Q3 2026: 582 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #146 among its holdings. This is a return to the name: EdgeRock Capital previously reported a position in ELV as recently as Q4 2023.

EdgeRock Capital first reported a position in ELV in Q3 2022 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • EdgeRock Capital held 582 shares of Elevance Health worth $226K as of Q3 2026.
  • Elevance Health was a new EdgeRock Capital position in Q3 2026.
  • Elevance Health made up 0.05% of EdgeRock Capital's portfolio in Q3 2026, its #146 holding.
  • EdgeRock Capital first reported a position in Elevance Health in Q3 2022 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on EdgeRock Capital's 13F filing for Q3 2026, filed 3 Nov 2026.