ECM
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English Capital Management’s Elevance Health ELV Stock Holding History

English 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 		$6.07M Buy
22,018
+6,500
+42% +$2.41M 2.79% 14
2026
Q1 		$4.54M Buy
15,518
+7,836
+102% +$2.58M 2.66% 17
2025
Q4 		$2.69M Hold
7,682
– – 1.66% 28
2025
Q3 		$2.48M Buy
+7,682
New +$2.39M 1.6% 29

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

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

English Capital Management increased its Elevance Health (ELV) stake by 42% in Q2 2026, buying an estimated $2.41M and bringing the position to 22,018 shares worth $6.07M. The position accounts for 2.79% of the portfolio, ranked #14.

English Capital Management first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • English Capital Management held 22,018 shares of Elevance Health worth $6.07M as of Q2 2026.
  • English Capital Management bought 6,500 Elevance Health shares in Q2 2026, an estimated $2.41M.
  • Elevance Health made up 2.79% of English Capital Management's portfolio in Q2 2026, its #14 holding.
  • English Capital Management first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on English Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.