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Sherman Porfolios’s Elevance Health ELV Stock Holding History

Sherman Porfolios’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 		$3.81M Sell
13,017
-275
-2% -$102K 0.3% 53
2026
Q1 		$3.89M Buy
13,292
+1,257
+10% +$413K 0.3% 53
2025
Q4 		$4.22M Buy
+12,035
New +$4.07M 0.29% 70

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

Sherman Porfolios's ELV Position: Q2 2026 in Review

Sherman Porfolios reduced its Elevance Health (ELV) stake by 2.1% in Q2 2026, selling an estimated $102K and leaving 13,017 shares worth $3.81M. The position accounts for 0.3% of the portfolio, ranked #53.

Sherman Porfolios first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.22M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sherman Porfolios held 13,017 shares of Elevance Health worth $3.81M as of Q2 2026.
  • Sherman Porfolios sold 275 Elevance Health shares in Q2 2026, an estimated $102K.
  • Elevance Health made up 0.3% of Sherman Porfolios's portfolio in Q2 2026, its #53 holding.
  • Sherman Porfolios first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • Sherman Porfolios's Elevance Health position peaked at $4.22M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.