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Sagewood Asset Management’s Elevance Health ELV Stock Holding History

Sagewood Asset 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 		$357K Buy
+924
New +$343K 0.08% 264

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

Sagewood Asset Management's ELV Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in Elevance Health (ELV) in Q2 2026: 924 shares worth $357K. The stake represents 0.08% of the portfolio and ranks #264 among its holdings.

1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sagewood Asset Management held 924 shares of Elevance Health worth $357K as of Q2 2026.
  • Elevance Health was a new Sagewood Asset Management position in Q2 2026.
  • Elevance Health made up 0.08% of Sagewood Asset Management's portfolio in Q2 2026, its #264 holding.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.