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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
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

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

Patrick M. Sweeney & Associates's ELV Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Elevance Health (ELV) stake by 3.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,355 shares worth $524K. The position accounts for 0.3% of the portfolio, ranked #83.

Patrick M. Sweeney & Associates first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $685K in Q3 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,355 shares of Elevance Health worth $524K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 45 Elevance Health shares in Q2 2026, an estimated $16.7K.
  • Elevance Health made up 0.3% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #83 holding.
  • Patrick M. Sweeney & Associates first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Elevance Health position peaked at $685K in Q3 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.