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 Q3	$2.69M	Buy	+6,906	New	+$2.76M	0.69%	51
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

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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

Patton Fund Management's ELV Position: Q3 2026 in Review

Patton Fund Management opened a new position in Elevance Health (ELV) in Q3 2026: 6,906 shares worth $2.69M. The stake represents 0.69% of the portfolio and ranks #51 among its holdings. This is a return to the name: Patton Fund Management previously reported a position in ELV as recently as Q1 2026.

Patton Fund Management first reported a position in ELV in Q2 2019 and has held it in 5 quarters since. 929 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Patton Fund Management held 6,906 shares of Elevance Health worth $2.69M as of Q3 2026.
Elevance Health was a new Patton Fund Management position in Q3 2026.
Elevance Health made up 0.69% of Patton Fund Management's portfolio in Q3 2026, its #51 holding.
Patton Fund Management first reported a position in Elevance Health in Q2 2019 and has held it in 5 quarters since.
929 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.