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Regatta Capital Group’s Elevance Health ELV Stock Holding History

Regatta Capital Group’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 		$355K Sell
918
-16
-2% -$5.93K 0.05% 161
2026
Q1 		$273K Buy
934
+50
+6% +$16.4K 0.04% 178
2025
Q4 		$310K Sell
884
-14
-2% -$4.73K 0.05% 163
2025
Q3 		$290K Sell
898
-143
-14% -$44.5K 0.05% 175
2025
Q2 		$405K Buy
1,041
+30
+3% +$12.1K 0.07% 153
2025
Q1 		$440K Buy
1,011
+123
+14% +$49.4K 0.09% 130
2024
Q4 		$328K Buy
888
+145
+20% +$60.7K 0.06% 148
2024
Q3 		$386K Sell
743
-38
-5% -$20.3K 0.08% 142
2024
Q2 		$423K Buy
781
+6
+0.8% +$3.17K 0.09% 130
2024
Q1 		$402K Buy
775
+39
+5% +$19.4K 0.09% 133
2023
Q4 		$347K Sell
736
-3
-0.4% -$1.39K 0.09% 131
2023
Q3 		$322K Buy
739
+249
+51% +$113K 0.1% 130
2023
Q2 		$218K Buy
+490
New +$226K 0.07% 158

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

Regatta Capital Group's ELV Position: Q2 2026 in Review

Regatta Capital Group reduced its Elevance Health (ELV) stake by 1.7% in Q2 2026, selling an estimated $5.93K and leaving 918 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #161.

Regatta Capital Group first reported a position in ELV in Q2 2023 and has held it in 13 quarters since. The position peaked at $440K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Regatta Capital Group held 918 shares of Elevance Health worth $355K as of Q2 2026.
  • Regatta Capital Group sold 16 Elevance Health shares in Q2 2026, an estimated $5.93K.
  • Elevance Health made up 0.05% of Regatta Capital Group's portfolio in Q2 2026, its #161 holding.
  • Regatta Capital Group first reported a position in Elevance Health in Q2 2023 and has held it in 13 quarters since.
  • Regatta Capital Group's Elevance Health position peaked at $440K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.