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J. Safra Asset Management’s Elevance Health ELV Stock Holding History

J. Safra 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 		$24.8K Hold
64
– – ﹤0.01% 307
2026
Q1 		$18.7K Sell
64
-26
-29% -$8.54K ﹤0.01% 311
2025
Q4 		$31.6K Buy
+90
New +$30.4K ﹤0.01% 302
2023
Q3 		– Sell
-55
Closed -$24.4K – 111
2023
Q2 		$24.4K Hold
55
– – ﹤0.01% 92
2023
Q1 		$25.3K Buy
+55
New +$26.2K ﹤0.01% 93

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's ELV Position: Q2 2026 in Review

J. Safra Asset Management held its Elevance Health (ELV) position steady in Q2 2026 at 64 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

J. Safra Asset Management first reported a position in ELV in Q1 2023 and has held it in 5 quarters since. The position peaked at $31.6K in Q4 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • J. Safra Asset Management held 64 shares of Elevance Health worth $24.8K as of Q2 2026.
  • J. Safra Asset Management left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #307 holding.
  • J. Safra Asset Management first reported a position in Elevance Health in Q1 2023 and has held it in 5 quarters since.
  • J. Safra Asset Management's Elevance Health position peaked at $31.6K in Q4 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.