Madison Asset Management’s Elevance Health ELV Stock Holding History

Madison 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	$5.32M	Sell	13,746 -1,176	-8%	-$436K	0.06%	168
2026 Q1	$4.37M	Sell	14,922 -1,132	-7%	-$372K	0.05%	176
2025 Q4	$5.63M	Sell	16,054 -546	-3%	-$185K	0.06%	159
2025 Q3	$5.36M	Sell	16,600 -126,753	-88%	-$39.4M	0.06%	161
2025 Q2	$55.8M	Sell	143,353 -6,219	-4%	-$2.5M	0.6%	54
2025 Q1	$65.1M	Buy	149,572 +87,491	+141%	+$35.1M	0.72%	49
2024 Q4	$22.9M	Sell	62,081 -13,098	-17%	-$5.48M	0.26%	87
2024 Q3	$39.1M	Sell	75,179 -1,200	-2%	-$641K	0.44%	69
2024 Q2	$41.4M	Sell	76,379 -3,251	-4%	-$1.72M	0.51%	65
2024 Q1	$41.3M	Sell	79,630 -23,151	-23%	-$11.5M	0.51%	59
2023 Q4	$48.5M	Buy	102,781 +2,392	+2%	+$1.11M	0.66%	52
2023 Q3	$43.7M	Buy	100,389 +6,463	+7%	+$2.93M	0.64%	52
2023 Q2	$41.7M	Buy	+93,926	New	+$43.3M	0.61%	57

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

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

Madison Asset Management reduced its Elevance Health (ELV) stake by 7.9% in Q2 2026, selling an estimated $436K and leaving 13,746 shares worth $5.32M. The position accounts for 0.06% of the portfolio, ranked #168.

Madison Asset Management first reported a position in ELV in Q2 2023 and has held it in 13 quarters since. The position peaked at $65.1M in Q1 2025. 1,606 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Madison Asset Management held 13,746 shares of Elevance Health worth $5.32M as of Q2 2026.
Madison Asset Management sold 1,176 Elevance Health shares in Q2 2026, an estimated $436K.
Elevance Health made up 0.06% of Madison Asset Management's portfolio in Q2 2026, its #168 holding.
Madison Asset Management first reported a position in Elevance Health in Q2 2023 and has held it in 13 quarters since.
Madison Asset Management's Elevance Health position peaked at $65.1M in Q1 2025.
1,606 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.