John Overdeck’s Elevance Health ELV Stock Holding History

John Overdeck’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	$1.12M	Buy	+2,900	New	+$1.08M	﹤0.01%	3523
2026 Q1	–	Sell	-1,000	Closed	-$351K	–	4666
2025 Q4	$351K	Buy	+1,000	New	+$338K	﹤0.01%	3511
2022 Q1	–	Sell	-1,000	Closed	-$464K	–	3150
2021 Q4	$464K	Buy	+1,000	New	+$421K	﹤0.01%	3323
2021 Q2	–	Sell	-5,300	Closed	-$1.9M	–	4164
2021 Q1	$1.9M	Buy	5,300 +3,600	+212%	+$1.16M	﹤0.01%	1748
2020 Q4	$546K	Sell	1,700 -300	-15%	-$92.1K	﹤0.01%	2448
2020 Q3	$537K	Sell	2,000 -2,900	-59%	-$780K	﹤0.01%	2192
2020 Q2	$1.29M	Buy	4,900 +2,900	+145%	+$774K	0.01%	1358
2020 Q1	$454K	Sell	2,000 -15,400	-89%	-$4.2M	﹤0.01%	2008
2019 Q4	$5.25M	Sell	17,400 -13,800	-44%	-$3.8M	0.02%	920
2019 Q3	$7.49M	Buy	31,200 +5,500	+21%	+$1.51M	0.03%	674
2019 Q2	$7.25M	Buy	+25,700	New	+$7.02M	0.02%	734
2018 Q3	–	Sell	-10,000	Closed	-$2.38M	–	3273
2018 Q2	$2.38M	Buy	10,000 +8,000	+400%	+$1.85M	0.01%	1493
2018 Q1	$439K	Buy	+2,000	New	+$470K	﹤0.01%	2547
2016 Q1	–	Sell	-8,000	Closed	-$1.12M	–	2885
2015 Q4	$1.12M	Buy	+8,000	New	+$1.1M	0.01%	1427

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

John Overdeck's ELV Position: Q2 2026 in Review

John Overdeck increased its Elevance Health (ELV) stake by 12,762% in Q2 2026, buying an estimated $59.6M and bringing the position to 162,061 shares worth $62.7M. The position accounts for 0.05% of the portfolio, ranked #463.

John Overdeck first reported a position in ELV in Q4 2013 and has held it in 41 quarters since. The position peaked at $247M in Q2 2023. 1,596 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

John Overdeck held 162,061 shares of Elevance Health worth $62.7M as of Q2 2026.
John Overdeck bought 160,801 Elevance Health shares in Q2 2026, an estimated $59.6M.
Elevance Health made up 0.05% of John Overdeck's portfolio in Q2 2026, its #463 holding.
John Overdeck first reported a position in Elevance Health in Q4 2013 and has held it in 41 quarters since.
John Overdeck's Elevance Health position peaked at $247M in Q2 2023.
1,596 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.