Permanens Capital’s Elevance Health ELV Stock Holding History

Permanens Capital’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	$604K	Buy	1,562 +83	+6%	+$30.8K	0.06%	71
2026 Q1	$433K	Sell	1,479 -1,067	-42%	-$351K	0.06%	66
2025 Q4	$893K	Buy	+2,546	New	+$860K	0.12%	55
2025 Q3	–	Sell	-1,814	Closed	-$706K	–	74
2025 Q2	$706K	Buy	1,814 +408	+29%	+$164K	0.1%	50
2025 Q1	$612K	Buy	1,406 +397	+39%	+$159K	0.11%	42
2024 Q4	$372K	Hold	1,009	–	–	0.07%	47
2024 Q3	$525K	Buy	+1,009	New	+$539K	0.11%	41

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Permanens Capital's ELV Position: Q2 2026 in Review

Permanens Capital increased its Elevance Health (ELV) stake by 5.6% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,562 shares worth $604K. The position accounts for 0.06% of the portfolio, ranked #71.

Permanens Capital first reported a position in ELV in Q3 2024 and has held it in 7 quarters since. The position peaked at $893K in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Permanens Capital held 1,562 shares of Elevance Health worth $604K as of Q2 2026.
Permanens Capital bought 83 Elevance Health shares in Q2 2026, an estimated $30.8K.
Elevance Health made up 0.06% of Permanens Capital's portfolio in Q2 2026, its #71 holding.
Permanens Capital first reported a position in Elevance Health in Q3 2024 and has held it in 7 quarters since.
Permanens Capital's Elevance Health position peaked at $893K in Q4 2025.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.