Fulcrum Asset Management’s Elevance Health ELV Stock Holding History

Fulcrum 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	$392K	Sell	1,009 -4,186	-81%	-$1.55M	0.04%	314
2026 Q1	$1.48M	Buy	5,195 +415	+9%	+$136K	0.22%	89
2025 Q4	$1.67M	Sell	4,780 -141	-3%	-$47.6K	0.46%	53
2025 Q3	$1.59M	Sell	4,921 -2,589	-34%	-$805K	0.44%	55
2025 Q2	$2.92M	Buy	+7,510	New	+$3.02M	0.83%	35
2022 Q1	–	Hold	0	–	–	–	135
2021 Q4	–	Hold	0	–	–	–	61
2021 Q3	–	Hold	0	–	–	–	62
2021 Q2	–	Hold	0	–	–	–	36
2021 Q1	–	Hold	0	–	–	–	50

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fulcrum Asset Management's ELV Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Elevance Health (ELV) stake by 81% in Q2 2026, selling an estimated $1.55M and leaving 1,009 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #314.

Fulcrum Asset Management first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.92M in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Fulcrum Asset Management held 1,009 shares of Elevance Health worth $392K as of Q2 2026.
Fulcrum Asset Management sold 4,186 Elevance Health shares in Q2 2026, an estimated $1.55M.
Elevance Health made up 0.04% of Fulcrum Asset Management's portfolio in Q2 2026, its #314 holding.
Fulcrum Asset Management first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Elevance Health position peaked at $2.92M in Q2 2025.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.