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Patton Fund Management’s Elevance Health ELV Stock Holding History

Patton Fund 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 		– Sell
-732
Closed -$214K – 214
2026
Q1 		$214K Buy
+732
New +$241K 0.04% 451
2025
Q4 		– Sell
-685
Closed -$221K – 478
2025
Q3 		$221K Buy
+685
New +$213K 0.04% 376
2023
Q1 		– Sell
-402
Closed -$206K – 133
2022
Q4 		$206K Buy
+402
New +$204K 0.06% 160
2019
Q3 		– Sell
-7,425
Closed -$2.1M – 82
2019
Q2 		$2.1M Buy
+7,425
New +$2.03M 0.83% 51

Other funds holding ELV

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Patton Fund Management's ELV Position: Q2 2026 in Review

Patton Fund Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 732 shares — an estimated $214K sold.

Patton Fund Management first reported a position in ELV in Q2 2019 and held it in 4 quarters. The position peaked at $2.1M in Q2 2019. 591 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Patton Fund Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 732 Elevance Health shares in Q2 2026, an estimated $214K.
  • Patton Fund Management first reported a position in Elevance Health in Q2 2019 and held it in 4 quarters.
  • Patton Fund Management's Elevance Health position peaked at $2.1M in Q2 2019.
  • 591 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.