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Marathon Capital Management’s Elevance Health ELV Stock Holding History

Marathon 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 		$540K Buy
1,397
+207
+17% +$76.8K 0.11% 104
2026
Q1 		$348K Buy
1,190
+200
+20% +$65.7K 0.08% 129
2025
Q4 		$347K Buy
990
+41
+4% +$13.9K 0.07% 125
2025
Q3 		$307K Buy
+949
New +$295K 0.07% 122

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

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

Marathon Capital Management increased its Elevance Health (ELV) stake by 17% in Q2 2026, buying an estimated $76.8K and bringing the position to 1,397 shares worth $540K. The position accounts for 0.11% of the portfolio, ranked #104.

Marathon Capital Management first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 1,606 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Marathon Capital Management held 1,397 shares of Elevance Health worth $540K as of Q2 2026.
  • Marathon Capital Management bought 207 Elevance Health shares in Q2 2026, an estimated $76.8K.
  • Elevance Health made up 0.11% of Marathon Capital Management's portfolio in Q2 2026, its #104 holding.
  • Marathon Capital Management first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.