OQS
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Occudo Quantitative Strategies’s Elevance Health ELV Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-5,654
Closed -$2.13M – 821
2026
Q1 		$2.13M Buy
+5,654
New +$1.86M 0.12% 248
2025
Q4 		– Sell
-1,426
Closed -$461K – 748
2025
Q3 		$461K Buy
1,426
+492
+53% +$153K 0.06% 411
2025
Q2 		$363K Buy
+934
New +$376K 0.04% 420
2025
Q1 		– Sell
-9,574
Closed -$3.53M – 719
2024
Q4 		$3.53M Buy
+9,574
New +$4.01M 0.64% 25
2023
Q4 		– Sell
-5,389
Closed -$2.35M – 899
2023
Q3 		$2.35M Sell
5,389
-323
-6% -$147K 0.3% 70
2023
Q2 		$2.54M Buy
+5,712
New +$2.64M 0.26% 89
2023
Q1 		– Sell
-3,586
Closed -$1.84M – 978
2022
Q4 		$1.84M Buy
3,586
+2,799
+356% +$1.42M 0.21% 135
2022
Q3 		$357K Sell
787
-5,163
-87% -$2.47M 0.03% 789
2022
Q2 		$2.87M Buy
+5,950
New +$2.94M 0.24% 108
2022
Q1 		– Sell
-1,755
Closed -$814K – 1174
2021
Q4 		$814K Buy
1,755
+883
+101% +$371K 0.07% 434
2021
Q3 		$325K Buy
+872
New +$331K 0.04% 700
2021
Q1 		– Sell
-1,041
Closed -$334K – 800
2020
Q4 		$334K Buy
+1,041
New +$319K 0.1% 374

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

Occudo Quantitative Strategies's ELV Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 5,654 shares — an estimated $2.13M sold.

Occudo Quantitative Strategies first reported a position in ELV in Q4 2020 and held it in 12 quarters. The position peaked at $3.53M in Q4 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 5,654 Elevance Health shares in Q2 2026, an estimated $2.13M.
  • Occudo Quantitative Strategies first reported a position in Elevance Health in Q4 2020 and held it in 12 quarters.
  • Occudo Quantitative Strategies's Elevance Health position peaked at $3.53M in Q4 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.