SBF
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Sara-Bay Financial’s Elevance Health ELV Stock Holding History

Sara-Bay Financial’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 		$350K Sell
906
-66
-7% -$24.5K 0.09% 68
2026
Q1 		$285K Sell
972
-100
-9% -$32.9K 0.09% 68
2025
Q4 		$374K Hold
1,072
– – 0.11% 61
2025
Q3 		$346K Sell
1,072
-30
-3% -$9.33K 0.1% 63
2025
Q2 		$429K Hold
1,102
– – 0.15% 55
2025
Q1 		$476K Hold
1,102
– – 0.21% 52
2024
Q4 		$406K Sell
1,102
-350
-24% -$146K 0.15% 63
2024
Q3 		$755K Buy
+1,452
New +$776K 0.27% 40

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sara-Bay Financial's ELV Position: Q2 2026 in Review

Sara-Bay Financial reduced its Elevance Health (ELV) stake by 6.8% in Q2 2026, selling an estimated $24.5K and leaving 906 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #68.

Sara-Bay Financial first reported a position in ELV in Q3 2024 and has held it in 8 quarters since. The position peaked at $755K in Q3 2024. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sara-Bay Financial held 906 shares of Elevance Health worth $350K as of Q2 2026.
  • Sara-Bay Financial sold 66 Elevance Health shares in Q2 2026, an estimated $24.5K.
  • Elevance Health made up 0.09% of Sara-Bay Financial's portfolio in Q2 2026, its #68 holding.
  • Sara-Bay Financial first reported a position in Elevance Health in Q3 2024 and has held it in 8 quarters since.
  • Sara-Bay Financial's Elevance Health position peaked at $755K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.