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Optas LLC’s Elevance Health ELV Stock Holding History

Optas LLC’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 		$390K Buy
1,009
+183
+22% +$67.9K 0.05% 242
2026
Q1 		$242K Buy
+826
New +$271K 0.04% 385
2025
Q4 		– Sell
-947
Closed -$306K – 474
2025
Q3 		$306K Buy
947
+379
+67% +$118K 0.05% 245
2025
Q2 		$221K Sell
568
-48
-8% -$19.3K 0.04% 305
2025
Q1 		$268K Buy
+616
New +$247K 0.05% 218
2024
Q4 		– Sell
-450
Closed -$234K – 285
2024
Q3 		$234K Buy
450
+43
+11% +$23K 0.05% 210
2024
Q2 		$221K Buy
+407
New +$215K 0.06% 188

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

Optas LLC's ELV Position: Q2 2026 in Review

Optas LLC increased its Elevance Health (ELV) stake by 22% in Q2 2026, buying an estimated $67.9K and bringing the position to 1,009 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #242.

Optas LLC first reported a position in ELV in Q2 2024 and has held it in 7 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Optas LLC held 1,009 shares of Elevance Health worth $390K as of Q2 2026.
  • Optas LLC bought 183 Elevance Health shares in Q2 2026, an estimated $67.9K.
  • Elevance Health made up 0.05% of Optas LLC's portfolio in Q2 2026, its #242 holding.
  • Optas LLC first reported a position in Elevance Health in Q2 2024 and has held it in 7 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.