Shelton Capital Management’s Elevance Health ELV Stock Holding History

Shelton Capital 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	$848K	Sell	2,194 -48	-2%	-$17.8K	0.02%	275
2026 Q1	$656K	Sell	2,242 -63	-3%	-$20.7K	0.01%	314
2025 Q4	$808K	Hold	2,305	–	–	0.02%	284
2025 Q3	$745K	Sell	2,305 -43	-2%	-$13.4K	0.02%	284
2025 Q2	$913K	Sell	2,348 -15	-0.6%	-$6.03K	0.02%	280
2025 Q1	$1.03M	Sell	2,363 -36	-2%	-$14.5K	0.02%	269
2024 Q4	$885K	Hold	2,399	–	–	0.02%	279
2024 Q3	$1.25M	Buy	2,399 +1,009	+73%	+$539K	0.03%	266
2024 Q2	$753K	Hold	1,390	–	–	0.02%	292
2024 Q1	$721K	Hold	1,390	–	–	0.02%	299
2023 Q4	$655K	Sell	1,390 -81	-6%	-$37.5K	0.02%	298
2023 Q3	$641K	Hold	1,471	–	–	0.02%	292
2023 Q2	$654K	Sell	1,471 -5	-0.3%	-$2.31K	0.02%	296
2023 Q1	$679K	Sell	1,476 -46	-3%	-$21.9K	0.03%	268
2022 Q4	$781K	Hold	1,522	–	–	0.08%	225
2022 Q3	$691K	Sell	1,522 -25	-2%	-$12K	0.03%	272
2022 Q2	$747K	Sell	1,547 -8	-0.5%	-$3.96K	0.03%	276
2022 Q1	$764K	Sell	1,555 -4,500	-74%	-$2.06M	0.03%	294
2021 Q4	$2.81M	Sell	6,055 -28	-0.5%	-$11.8K	0.1%	206
2021 Q3	$2.27M	Sell	6,083 -49	-0.8%	-$18.6K	0.09%	217
2021 Q2	$2.34M	Hold	6,132	–	–	0.09%	219
2021 Q1	$2.2M	Buy	6,132 +4,464	+268%	+$1.44M	0.08%	228
2020 Q4	$536K	Sell	1,668 -9,176	-85%	-$2.82M	0.02%	334
2020 Q3	$2.91M	Buy	10,844 +8,100	+295%	+$2.18M	0.12%	190
2020 Q2	$722K	Buy	2,744 +938	+52%	+$250K	0.04%	275
2020 Q1	$410K	Hold	1,806	–	–	0.03%	327
2019 Q4	$545K	Sell	1,806 -196	-10%	-$53.9K	0.03%	328
2019 Q3	$481K	Hold	2,002	–	–	0.03%	351
2019 Q2	$565K	Buy	2,002 +1,427	+248%	+$390K	0.03%	317
2019 Q1	$2K	Sell	575 -1,427	-71%	-$413K	0.01%	788
2018 Q4	$526K	Hold	2,002	–	–	0.04%	303
2018 Q3	$549K	Hold	2,002	–	–	0.03%	338
2018 Q2	$477K	Sell	2,002 -3,300	-62%	-$764K	0.03%	366
2018 Q1	$1.17M	Sell	5,302 -1,000	-16%	-$235K	0.08%	212
2017 Q4	$1.42M	Hold	6,302	–	–	0.09%	188
2017 Q3	$1.2M	Hold	6,302	–	–	0.08%	207
2017 Q2	$1.19M	Buy	6,302 +1,000	+19%	+$180K	0.08%	204
2017 Q1	$877K	Sell	5,302 -29,000	-85%	-$4.61M	0.06%	247
2016 Q4	$4.93M	Hold	34,302	–	–	0.38%	49
2016 Q3	$4.3M	Hold	34,302	–	–	0.36%	52
2016 Q2	$4.5M	Hold	34,302	–	–	0.4%	44
2016 Q1	$4.77M	Hold	34,302	–	–	0.43%	40
2015 Q4	$4.78M	Hold	34,302	–	–	0.46%	42
2015 Q3	$4.8M	Hold	34,302	–	–	0.53%	31
2015 Q2	$5.63M	Sell	34,302 -430	-1%	-$68.7K	0.58%	33
2015 Q1	$5.36M	Sell	34,732 -200	-0.6%	-$28.5K	0.58%	31
2014 Q4	$4.39M	Sell	34,932 -1,100	-3%	-$136K	0.51%	34
2014 Q3	$4.31M	Sell	36,032 -500	-1%	-$57.4K	0.58%	30
2014 Q2	$3.93M	Hold	36,532	–	–	0.55%	32
2014 Q1	$3.64M	Sell	36,532 -3,000	-8%	-$271K	0.53%	35
2013 Q4	$3.65M	Hold	39,532	–	–	0.55%	30
2013 Q3	$3.31M	Buy	39,532 +4,800	+14%	+$411K	0.55%	30
2013 Q2	$2.84M	Buy	+34,732	New	+$2.6M	0.52%	36

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

Shelton Capital Management's ELV Position: Q2 2026 in Review

Shelton Capital Management reduced its Elevance Health (ELV) stake by 2.1% in Q2 2026, selling an estimated $17.8K and leaving 2,194 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #275.

Shelton Capital Management first reported a position in ELV in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.63M in Q2 2015. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Shelton Capital Management held 2,194 shares of Elevance Health worth $848K as of Q2 2026.
Shelton Capital Management sold 48 Elevance Health shares in Q2 2026, an estimated $17.8K.
Elevance Health made up 0.02% of Shelton Capital Management's portfolio in Q2 2026, its #275 holding.
Shelton Capital Management first reported a position in Elevance Health in Q2 2013 and has held it in 53 quarters since.
Shelton Capital Management's Elevance Health position peaked at $5.63M in Q2 2015.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.