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Orion Capital Management’s Elevance Health ELV Stock Holding History

Orion 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 		$8.89K Hold
23
– – ﹤0.01% 412
2026
Q1 		$6.73K Hold
23
– – ﹤0.01% 385
2025
Q4 		$8.06K Hold
23
– – ﹤0.01% 399
2025
Q3 		$7.43K Hold
23
– – ﹤0.01% 408
2025
Q2 		$8.95K Hold
23
– – ﹤0.01% 369
2025
Q1 		$10K Sell
23
-82
-78% -$32.9K ﹤0.01% 356
2024
Q4 		$38.7K Buy
+105
New +$43.9K 0.02% 260
2024
Q3 		– Sell
-105
Closed -$56.9K – 248
2024
Q2 		$56.9K Hold
105
– – 0.03% 218
2024
Q1 		$54.4K Hold
105
– – 0.03% 233
2023
Q4 		$49.5K Hold
105
– – 0.03% 242
2023
Q3 		$45.7K Buy
+105
New +$47.6K 0.03% 237
2023
Q2 		– Sell
-112
Closed -$51.5K – 238
2023
Q1 		$51.5K Hold
112
– – 0.03% 215
2022
Q4 		$57.5K Hold
112
– – 0.04% 189
2022
Q3 		$51K Buy
+112
New +$53.6K 0.04% 192

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

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

Orion Capital Management held its Elevance Health (ELV) position steady in Q2 2026 at 23 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Orion Capital Management first reported a position in ELV in Q3 2022 and has held it in 14 quarters since. The position peaked at $57.5K in Q4 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Orion Capital Management held 23 shares of Elevance Health worth $8.89K as of Q2 2026.
  • Orion Capital Management left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #412 holding.
  • Orion Capital Management first reported a position in Elevance Health in Q3 2022 and has held it in 14 quarters since.
  • Orion Capital Management's Elevance Health position peaked at $57.5K in Q4 2022.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.