Ogorek Anthony Joseph’s Elevance Health ELV Stock Holding History

Ogorek Anthony Joseph’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	$83K	Buy	215 +17	+9%	+$6.3K	0.02%	128
2026 Q1	$58K	Sell	198 -4	-2%	-$1.31K	0.02%	154
2025 Q4	$70K	Sell	202 -7	-3%	-$2.37K	0.02%	131
2025 Q3	$67K	Buy	209 +23	+12%	+$7.15K	0.02%	139
2025 Q2	$72K	Sell	186 -13	-7%	-$5.23K	0.02%	124
2025 Q1	$86K	Buy	199 +131	+193%	+$52.6K	0.03%	108
2024 Q4	$25K	Hold	68	–	–	0.01%	161
2024 Q3	$35K	Hold	68	–	–	0.01%	132
2024 Q2	$36K	Hold	68	–	–	0.01%	124
2024 Q1	$35K	Hold	68	–	–	0.01%	129
2023 Q4	$32K	Hold	68	–	–	0.01%	136
2023 Q3	$29K	Hold	68	–	–	0.01%	137
2023 Q2	$30K	Hold	68	–	–	0.01%	130
2023 Q1	$31K	Hold	68	–	–	0.01%	125
2022 Q4	$34K	Hold	68	–	–	0.01%	89
2022 Q3	$30K	Hold	68	–	–	0.01%	89
2022 Q2	$32K	Hold	68	–	–	0.01%	88
2022 Q1	$33K	Hold	68	–	–	0.01%	101
2021 Q4	$31K	Hold	68	–	–	0.01%	102
2021 Q3	$25K	Hold	68	–	–	0.01%	109
2021 Q2	$25K	Hold	68	–	–	0.01%	108
2021 Q1	$24K	Hold	68	–	–	0.01%	97
2020 Q4	$21K	Hold	68	–	–	0.01%	96
2020 Q3	$18K	Hold	68	–	–	0.01%	87
2020 Q2	$17K	Hold	68	–	–	0.01%	85
2020 Q1	$15K	Hold	68	–	–	0.01%	92
2019 Q4	$20K	Buy	+68	New	+$18.7K	0.01%	82

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

Ogorek Anthony Joseph's ELV Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Elevance Health (ELV) stake by 8.6% in Q2 2026, buying an estimated $6.3K and bringing the position to 215 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #128.

Ogorek Anthony Joseph first reported a position in ELV in Q4 2019 and has held it in 27 quarters since. The position peaked at $86K in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Ogorek Anthony Joseph held 215 shares of Elevance Health worth $83K as of Q2 2026.
Ogorek Anthony Joseph bought 17 Elevance Health shares in Q2 2026, an estimated $6.3K.
Elevance Health made up 0.02% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #128 holding.
Ogorek Anthony Joseph first reported a position in Elevance Health in Q4 2019 and has held it in 27 quarters since.
Ogorek Anthony Joseph's Elevance Health position peaked at $86K in Q1 2025.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.