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Family Management’s Elevance Health ELV Stock Holding History

Family 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 		$2.3M Buy
+5,939
New +$2.2M 0.24% 85
2025
Q1 		– Sell
-11,947
Closed -$4.41M – 223
2024
Q4 		$4.41M Buy
11,947
+4,621
+63% +$1.93M 0.71% 36
2024
Q3 		$3.81M Sell
7,326
-1,237
-14% -$661K 0.63% 42
2024
Q2 		$4.64M Buy
8,563
+441
+5% +$233K 0.82% 30
2024
Q1 		$4.21M Buy
8,122
+2,174
+37% +$1.08M 0.78% 33
2023
Q4 		$2.8M Buy
+5,948
New +$2.75M 0.58% 40

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

Family Management's ELV Position: Q2 2026 in Review

Family Management opened a new position in Elevance Health (ELV) in Q2 2026: 5,939 shares worth $2.3M. The stake represents 0.24% of the portfolio and ranks #85 among its holdings. This is a return to the name: Family Management previously reported a position in ELV as recently as Q4 2024.

Family Management first reported a position in ELV in Q4 2023 and has held it in 6 quarters since. The position peaked at $4.64M in Q2 2024. 1,604 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Family Management held 5,939 shares of Elevance Health worth $2.3M as of Q2 2026.
  • Elevance Health was a new Family Management position in Q2 2026.
  • Elevance Health made up 0.24% of Family Management's portfolio in Q2 2026, its #85 holding.
  • Family Management first reported a position in Elevance Health in Q4 2023 and has held it in 6 quarters since.
  • Family Management's Elevance Health position peaked at $4.64M in Q2 2024.
  • 1,604 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.