JC
ELV icon

JB Capital’s Elevance Health ELV Stock Holding History

JB Capital’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 		$4.87M Buy
12,598
+288
+2% +$107K 0.17% 73
2026
Q1 		$3.6M Buy
12,310
+460
+4% +$151K 0.15% 85
2025
Q4 		$4.15M Sell
11,850
-255
-2% -$86.2K 0.17% 60
2025
Q3 		$3.91M Buy
12,105
+2,438
+25% +$758K 0.17% 68
2025
Q2 		$3.76M Sell
9,667
-12
-0.1% -$4.83K 0.18% 64
2025
Q1 		$4.21M Buy
9,679
+295
+3% +$118K 0.23% 51
2024
Q4 		$3.46M Buy
9,384
+8,038
+597% +$3.36M 0.19% 58
2024
Q3 		$700K Buy
1,346
+220
+20% +$118K 0.04% 132
2024
Q2 		$610K Buy
1,126
+6
+0.5% +$3.17K 0.04% 136
2024
Q1 		$581K Sell
1,120
-75
-6% -$37.3K 0.04% 129
2023
Q4 		$564K Buy
1,195
+96
+9% +$44.4K 0.04% 125
2023
Q3 		$479K Hold
1,099
– – 0.04% 120
2023
Q2 		$488K Hold
1,099
– – 0.04% 110
2023
Q1 		$505K Hold
1,099
– – 0.05% 107
2022
Q4 		$564K Sell
1,099
-107
-9% -$54.3K 0.06% 97
2022
Q3 		$548K Hold
1,206
– – 0.06% 95
2022
Q2 		$582K Buy
1,206
+504
+72% +$249K 0.06% 144
2022
Q1 		$345K Buy
702
+2
+0.3% +$914 0.03% 187
2021
Q4 		$325K Hold
700
– – 0.03% 202
2021
Q3 		$261K Buy
+700
New +$266K 0.03% 261

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

JB Capital's ELV Position: Q2 2026 in Review

JB Capital increased its Elevance Health (ELV) stake by 2.3% in Q2 2026, buying an estimated $107K and bringing the position to 12,598 shares worth $4.87M. The position accounts for 0.17% of the portfolio, ranked #73.

JB Capital first reported a position in ELV in Q3 2021 and has held it in 20 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • JB Capital held 12,598 shares of Elevance Health worth $4.87M as of Q2 2026.
  • JB Capital bought 288 Elevance Health shares in Q2 2026, an estimated $107K.
  • Elevance Health made up 0.17% of JB Capital's portfolio in Q2 2026, its #73 holding.
  • JB Capital first reported a position in Elevance Health in Q3 2021 and has held it in 20 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.