Romano Brothers & Co’s Elevance Health ELV Stock Holding History

Romano Brothers & Co’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	$401K	Hold	1,036	–	–	0.04%	261
2026 Q1	$303K	Hold	1,036	–	–	0.03%	286
2025 Q4	$363K	Hold	1,036	–	–	0.04%	260
2025 Q3	$335K	Hold	1,036	–	–	0.04%	268
2025 Q2	$403K	Sell	1,036 -1,080	-51%	-$434K	0.05%	241
2025 Q1	$920K	Sell	2,116 -46	-2%	-$18.5K	0.12%	168
2024 Q4	$798K	Sell	2,162 -38	-2%	-$15.9K	0.1%	177
2024 Q3	$1.14M	Hold	2,200	–	–	0.14%	150
2024 Q2	$1.19M	Sell	2,200 -10	-0.5%	-$5.29K	0.17%	138
2024 Q1	$1.15M	Sell	2,210 -11	-0.5%	-$5.47K	0.16%	144
2023 Q4	$1.05M	Hold	2,221	–	–	0.16%	145
2023 Q3	$967K	Hold	2,221	–	–	0.15%	151
2023 Q2	$987K	Sell	2,221 -10	-0.4%	-$4.61K	0.15%	152
2023 Q1	$1.03M	Sell	2,231 -5	-0.2%	-$2.38K	0.16%	150
2022 Q4	$1.15M	Sell	2,236 -16	-0.7%	-$8.12K	0.17%	137
2022 Q3	$1.02M	Buy	+2,252	New	+$1.08M	0.17%	140

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

Romano Brothers & Co's ELV Position: Q2 2026 in Review

Romano Brothers & Co held its Elevance Health (ELV) position steady in Q2 2026 at 1,036 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #261.

Romano Brothers & Co first reported a position in ELV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Romano Brothers & Co held 1,036 shares of Elevance Health worth $401K as of Q2 2026.
Romano Brothers & Co left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #261 holding.
Romano Brothers & Co first reported a position in Elevance Health in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's Elevance Health position peaked at $1.19M in Q2 2024.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.