SRC
ELV icon

Shufro Rose & Co’s Elevance Health ELV Stock Holding History

Shufro Rose & Co’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
2023
Q4 		– Hold
0
– -$131K – 307
2023
Q3 		– Hold
0
– – – 284
2020
Q3 		– Sell
-300
Closed -$79K – 288
2020
Q2 		$79K Hold
300
– – 0.01% 270
2020
Q1 		$68K Buy
+300
New +$81.8K 0.01% 275

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

Shufro Rose & Co's ELV Position: Q2 2026 in Review

Shufro Rose & Co held its Elevance Health (ELV) position steady in Q2 2026 at 1,250 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #191.

Shufro Rose & Co first reported a position in ELV in Q2 2013 and has held it in 53 quarters since. The position peaked at $828K in Q2 2015. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Shufro Rose & Co held 1,250 shares of Elevance Health worth $483K as of Q2 2026.
  • Shufro Rose & Co left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.03% of Shufro Rose & Co's portfolio in Q2 2026, its #191 holding.
  • Shufro Rose & Co first reported a position in Elevance Health in Q2 2013 and has held it in 53 quarters since.
  • Shufro Rose & Co's Elevance Health position peaked at $828K in Q2 2015.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.