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Longfellow Investment Management’s Elevance Health ELV Stock Holding History

Longfellow Investment 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 		$9.67K Sell
25
-2,059
-99% -$764K ﹤0.01% 171
2026
Q1 		$610K Hold
2,084
– – 0.13% 105
2025
Q4 		$731K Buy
2,084
+8
+0.4% +$2.7K 0.16% 94
2025
Q3 		$671K Buy
2,076
+968
+87% +$301K 0.16% 103
2025
Q2 		$431K Buy
1,108
+1,101
+15,729% +$443K 0.11% 117
2025
Q1 		$3.04K Hold
7
– – ﹤0.01% 211
2024
Q4 		$2.58K Hold
7
– – ﹤0.01% 220
2024
Q3 		$3.64K Hold
7
– – ﹤0.01% 201
2024
Q2 		$3.79K Hold
7
– – ﹤0.01% 192
2024
Q1 		$3.63K Hold
7
– – ﹤0.01% 210
2023
Q4 		$3.3K Hold
7
– – ﹤0.01% 187
2023
Q3 		$3.05K Buy
7
+2
+40% +$907 ﹤0.01% 177
2023
Q2 		$2.22K Buy
+5
New +$2.31K ﹤0.01% 216

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

Longfellow Investment Management's ELV Position: Q2 2026 in Review

Longfellow Investment Management reduced its Elevance Health (ELV) stake by 99% in Q2 2026, selling an estimated $764K and leaving 25 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Longfellow Investment Management first reported a position in ELV in Q2 2023 and has held it in 13 quarters since. The position peaked at $731K in Q4 2025. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Longfellow Investment Management held 25 shares of Elevance Health worth $9.67K as of Q2 2026.
  • Longfellow Investment Management sold 2,059 Elevance Health shares in Q2 2026, an estimated $764K.
  • Elevance Health made up ﹤0.01% of Longfellow Investment Management's portfolio in Q2 2026, its #171 holding.
  • Longfellow Investment Management first reported a position in Elevance Health in Q2 2023 and has held it in 13 quarters since.
  • Longfellow Investment Management's Elevance Health position peaked at $731K in Q4 2025.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.