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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
2025
Q2 		– Sell
-31,942
Closed -$11.6M – 255
2025
Q1 		$11.6M Buy
+31,942
New +$12.8M 2.25% 8

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

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. 1,609 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.
  • 1,609 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.