LECAP Asset Management’s Elevance Health ELV Stock Holding History

LECAP Asset 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	$392K	Sell	1,014 -5,369	-84%	-$1.99M	0.17%	207
2026 Q1	$1.87M	Buy	+6,383	New	+$2.1M	0.7%	32
2025 Q3	–	Sell	-5,831	Closed	-$2.27M	–	314
2025 Q2	$2.27M	Buy	5,831 +3,684	+172%	+$1.48M	0.8%	22
2025 Q1	$934K	Sell	2,147 -2,806	-57%	-$1.13M	0.22%	181
2024 Q4	$1.83M	Buy	4,953 +1,091	+28%	+$457K	0.5%	72
2024 Q3	$2.01M	Buy	+3,862	New	+$2.06M	0.43%	85
2024 Q1	–	Sell	-4,740	Closed	-$2.24M	–	318
2023 Q4	$2.24M	Buy	+4,740	New	+$2.19M	0.81%	23

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

LECAP Asset Management's ELV Position: Q2 2026 in Review

LECAP Asset Management reduced its Elevance Health (ELV) stake by 84% in Q2 2026, selling an estimated $1.99M and leaving 1,014 shares worth $392K. The position accounts for 0.17% of the portfolio, ranked #207.

LECAP Asset Management first reported a position in ELV in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.27M in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

LECAP Asset Management held 1,014 shares of Elevance Health worth $392K as of Q2 2026.
LECAP Asset Management sold 5,369 Elevance Health shares in Q2 2026, an estimated $1.99M.
Elevance Health made up 0.17% of LECAP Asset Management's portfolio in Q2 2026, its #207 holding.
LECAP Asset Management first reported a position in Elevance Health in Q4 2023 and has held it in 7 quarters since.
LECAP Asset Management's Elevance Health position peaked at $2.27M in Q2 2025.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.