SC
ELV icon

Sapient Capital’s Elevance Health ELV Stock Holding History

Sapient 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
Q3 		$720K Sell
1,853
-105
-5% -$41.9K 0.01% 225
2026
Q2 		$757K Sell
1,958
-654
-25% -$243K 0.01% 223
2026
Q1 		$765K Buy
2,612
+31
+1% +$10.2K 0.01% 224
2025
Q4 		$900K Sell
2,581
-928
-26% -$314K 0.01% 211
2025
Q3 		$1.12M Hold
3,509
– – 0.02% 179
2025
Q2 		$1.36M Sell
3,509
-71
-2% -$28.6K 0.02% 160
2025
Q1 		$1.56M Sell
3,580
-41
-1% -$16.5K 0.03% 164
2024
Q4 		$1.34M Sell
3,621
-631
-15% -$264K 0.03% 166
2024
Q3 		$2.21M Sell
4,252
-132
-3% -$70.5K 0.04% 136
2024
Q2 		$2.38M Buy
4,384
+16
+0.4% +$8.46K 0.05% 122
2024
Q1 		$2.26M Sell
4,368
-700
-14% -$348K 0.05% 129
2023
Q4 		$2.39M Buy
+5,068
New +$2.34M 0.06% 123

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Sapient Capital's ELV Position: Q3 2026 in Review

Sapient Capital reduced its Elevance Health (ELV) stake by 5.4% in Q3 2026, selling an estimated $41.9K and leaving 1,853 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #225.

Sapient Capital first reported a position in ELV in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.39M in Q4 2023. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Sapient Capital held 1,853 shares of Elevance Health worth $720K as of Q3 2026.
  • Sapient Capital sold 105 Elevance Health shares in Q3 2026, an estimated $41.9K.
  • Elevance Health made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #225 holding.
  • Sapient Capital first reported a position in Elevance Health in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Elevance Health position peaked at $2.39M in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.