JSSH
ELV icon

J. Safra Sarasin Holding’s Elevance Health ELV Stock Holding History

J. Safra Sarasin Holding’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 		$5.16M Buy
14,337
+8,439
+143% +$3.13M 0.07% 165
2026
Q1 		$1.73M Buy
5,898
+613
+12% +$201K 0.03% 224
2025
Q4 		$1.85M Sell
5,285
-9,116
-63% -$3.08M 0.03% 209
2025
Q3 		$4.65M Sell
14,401
-19,163
-57% -$5.96M 0.08% 139
2025
Q2 		$13.1M Buy
33,564
+13,804
+70% +$5.55M 0.23% 95
2025
Q1 		$8.59M Buy
19,760
+3,567
+22% +$1.43M 0.16% 109
2024
Q4 		$5.97M Sell
16,193
-1,117
-6% -$467K 0.1% 127
2024
Q3 		$9M Buy
17,310
+14,370
+489% +$7.68M 0.16% 114
2024
Q2 		$1.59M Buy
+2,940
New +$1.55M 0.03% 257

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

J. Safra Sarasin Holding's ELV Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Elevance Health (ELV) stake by 143% in Q2 2026, buying an estimated $3.13M and bringing the position to 14,337 shares worth $5.16M. The position accounts for 0.07% of the portfolio, ranked #165.

J. Safra Sarasin Holding first reported a position in ELV in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.1M in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • J. Safra Sarasin Holding held 14,337 shares of Elevance Health worth $5.16M as of Q2 2026.
  • J. Safra Sarasin Holding bought 8,439 Elevance Health shares in Q2 2026, an estimated $3.13M.
  • Elevance Health made up 0.07% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #165 holding.
  • J. Safra Sarasin Holding first reported a position in Elevance Health in Q2 2024 and has held it in 9 quarters since.
  • J. Safra Sarasin Holding's Elevance Health position peaked at $13.1M in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.