Sharkey, Howes & Javer’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$241K Sell
624
-70
-10% -$26K 0.03% 154
2026
Q1
$203K Buy
+694
New +$228K 0.03% 152

Other funds holding ELV

Sharkey, Howes & Javer's ELV Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its Elevance Health (ELV) stake by 10% in Q2 2026, selling an estimated $26K and leaving 624 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #154.

Sharkey, Howes & Javer first reported a position in ELV in Q1 2026 and has held it in 2 quarters since. 1,604 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sharkey, Howes & Javer held 624 shares of Elevance Health worth $241K as of Q2 2026.
  • Sharkey, Howes & Javer sold 70 Elevance Health shares in Q2 2026, an estimated $26K.
  • Elevance Health made up 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #154 holding.
  • Sharkey, Howes & Javer first reported a position in Elevance Health in Q1 2026 and has held it in 2 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.