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Neo Ivy Capital Management’s Elevance Health ELV Stock Holding History

Neo Ivy 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 		$4.22M Buy
10,922
+8,200
+301% +$3.04M 0.97% 12
2026
Q1 		$797K Buy
+2,722
New +$895K 0.21% 174
2025
Q2 		– Sell
-6,104
Closed -$2.65M – 393
2025
Q1 		$2.65M Buy
6,104
+5,129
+526% +$2.06M 0.85% 24
2024
Q4 		$359K Buy
+975
New +$408K 0.07% 196
2023
Q4 		$715K Buy
+1,516
New +$701K 1.6% 18
2023
Q3 		– Sell
-6,411
Closed -$2.85M – 358
2023
Q2 		$2.85M Buy
+6,411
New +$2.96M 1.5% 11
2022
Q1 		– Sell
-19
Closed -$9K – 513
2021
Q4 		$9K Sell
19
-579
-97% -$244K 0.01% 386
2021
Q3 		$157K Sell
598
-85
-12% -$32.3K 0.18% 181
2021
Q2 		$261K Buy
+683
New +$261K 0.26% 139
2020
Q3 		– Sell
-598
Closed -$157K – 496
2020
Q2 		$157K Sell
598
-219
-27% -$58.4K 0.18% 181
2020
Q1 		$185K Buy
817
+801
+5,006% +$218K 0.3% 125
2019
Q4 		$5K Buy
+16
New +$4.4K 0.01% 238
2019
Q2 		– Sell
-1,639
Closed -$470K – 310
2019
Q1 		$470K Buy
+1,639
New +$474K 0.27% 154

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's ELV Position: Q2 2026 in Review

Neo Ivy Capital Management increased its Elevance Health (ELV) stake by 301% in Q2 2026, buying an estimated $3.04M and bringing the position to 10,922 shares worth $4.22M. The position accounts for 0.97% of the portfolio, ranked #12.

Neo Ivy Capital Management first reported a position in ELV in Q1 2019 and has held it in 13 quarters since. 1,610 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Neo Ivy Capital Management held 10,922 shares of Elevance Health worth $4.22M as of Q2 2026.
  • Neo Ivy Capital Management bought 8,200 Elevance Health shares in Q2 2026, an estimated $3.04M.
  • Elevance Health made up 0.97% of Neo Ivy Capital Management's portfolio in Q2 2026, its #12 holding.
  • Neo Ivy Capital Management first reported a position in Elevance Health in Q1 2019 and has held it in 13 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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