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	$464K	Buy	1,200 +200	+20%	+$74.2K	﹤0.01%	4212
2026 Q1	$293K	Sell	1,000 -1,000	-50%	-$329K	﹤0.01%	4089
2025 Q4	$701K	Sell	2,000 -4,800	-71%	-$1.62M	﹤0.01%	3140
2025 Q3	$2.2M	Buy	+6,800	New	+$2.11M	﹤0.01%	2064
2022 Q1	–	Sell	-2,000	Closed	-$927K	–	3152
2021 Q4	$927K	Buy	+2,000	New	+$841K	﹤0.01%	2621
2021 Q2	–	Sell	-4,100	Closed	-$1.47M	–	4165
2021 Q1	$1.47M	Buy	4,100 +3,400	+486%	+$1.09M	﹤0.01%	1958
2020 Q4	$225K	Sell	700 -300	-30%	-$92.1K	﹤0.01%	3053
2020 Q3	$269K	Sell	1,000 -2,500	-71%	-$673K	﹤0.01%	2644
2020 Q2	$920K	Buy	3,500 +2,500	+250%	+$667K	﹤0.01%	1586
2020 Q1	$227K	Sell	1,000 -12,700	-93%	-$3.46M	﹤0.01%	2564
2019 Q4	$4.14M	Sell	13,700 -10,300	-43%	-$2.83M	0.01%	1079
2019 Q3	$5.76M	Sell	24,000 -3,600	-13%	-$986K	0.02%	795
2019 Q2	$7.79M	Buy	27,600 +26,100	+1,740%	+$7.13M	0.03%	704
2019 Q1	$430K	Sell	1,500 -500	-25%	-$145K	﹤0.01%	2365
2018 Q4	$525K	Buy	+2,000	New	+$550K	﹤0.01%	2066
2018 Q3	–	Sell	-12,100	Closed	-$2.88M	–	3274
2018 Q2	$2.88M	Buy	12,100 +11,100	+1,110%	+$2.57M	0.01%	1376
2018 Q1	$220K	Buy	+1,000	New	+$235K	﹤0.01%	2937
2016 Q4	–	Sell	-2,000	Closed	-$251K	–	3200
2016 Q3	$251K	Buy	+2,000	New	+$258K	﹤0.01%	2856
2016 Q1	–	Sell	-6,000	Closed	-$837K	–	2886
2015 Q4	$837K	Buy	+6,000	New	+$827K	﹤0.01%	1629

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.