Kennedy Capital Management’s Elevance Health ELV Stock Holding History

Kennedy Capital 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	$1.58M	Buy	4,077 +2,189	+116%	+$812K	0.03%	472
2026 Q1	$553K	Sell	1,888 -83	-4%	-$27.3K	0.01%	512
2025 Q4	$691K	Sell	1,971 -7	-0.4%	-$2.37K	0.01%	505
2025 Q3	$639K	Sell	1,978 -460	-19%	-$143K	0.01%	525
2025 Q2	$948K	Sell	2,438 -7,465	-75%	-$3M	0.02%	513
2025 Q1	$4.31M	Sell	9,903 -4,500	-31%	-$1.81M	0.1%	311
2024 Q4	$5.31M	Buy	14,403 +2,981	+26%	+$1.25M	0.12%	312
2024 Q3	$5.94M	Buy	11,422 +531	+5%	+$284K	0.13%	270
2024 Q2	$5.9M	Buy	10,891 +4,510	+71%	+$2.38M	0.13%	269
2024 Q1	$3.31M	Buy	+6,381	New	+$3.17M	0.07%	423

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

Kennedy Capital Management's ELV Position: Q2 2026 in Review

Kennedy Capital Management increased its Elevance Health (ELV) stake by 116% in Q2 2026, buying an estimated $812K and bringing the position to 4,077 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #472.

Kennedy Capital Management first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.94M in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Kennedy Capital Management held 4,077 shares of Elevance Health worth $1.58M as of Q2 2026.
Kennedy Capital Management bought 2,189 Elevance Health shares in Q2 2026, an estimated $812K.
Elevance Health made up 0.03% of Kennedy Capital Management's portfolio in Q2 2026, its #472 holding.
Kennedy Capital Management first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
Kennedy Capital Management's Elevance Health position peaked at $5.94M in Q3 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.