Patrick M. Sweeney & Associates’s Elevance Health ELV Stock Holding History

Patrick M. Sweeney & Associates’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 Q3	$529K	Buy	1,361 +6	+0.4%	+$2.39K	0.3%	81
2026 Q2	$524K	Buy	1,355 +45	+3%	+$16.7K	0.3%	83
2026 Q1	$383K	Buy	1,310 +15	+1%	+$4.93K	0.25%	105
2025 Q4	$454K	Sell	1,295 -93	-7%	-$31.4K	0.28%	82
2025 Q3	$448K	Hold	1,388	–	–	0.29%	80
2025 Q2	$483K	Buy	1,388 +30	+2%	+$12.1K	0.33%	78
2025 Q1	$590K	Buy	1,358 +15	+1%	+$6.02K	0.44%	58
2024 Q4	$495K	Buy	1,343 +25	+2%	+$10.5K	0.37%	71
2024 Q3	$685K	Buy	1,318 +57	+5%	+$30.5K	0.5%	49
2024 Q2	$683K	Buy	1,261 +13	+1%	+$6.87K	0.55%	46
2024 Q1	$647K	Buy	1,248 +30	+2%	+$14.9K	0.53%	46
2023 Q4	$574K	Buy	+1,218	New	+$563K	0.53%	46

Other funds holding ELV

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return

Patrick M. Sweeney & Associates's ELV Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Elevance Health (ELV) stake by 0.44% in Q3 2026, buying an estimated $2.39K and bringing the position to 1,361 shares worth $529K. The position accounts for 0.3% of the portfolio, ranked #81.

Patrick M. Sweeney & Associates first reported a position in ELV in Q4 2023 and has held it in 12 quarters since. The position peaked at $685K in Q3 2024. 866 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Patrick M. Sweeney & Associates held 1,361 shares of Elevance Health worth $529K as of Q3 2026.
Patrick M. Sweeney & Associates bought 6 Elevance Health shares in Q3 2026, an estimated $2.39K.
Elevance Health made up 0.3% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #81 holding.
Patrick M. Sweeney & Associates first reported a position in Elevance Health in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Elevance Health position peaked at $685K in Q3 2024.
866 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.