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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Shufro Rose & Co's ELV Position: Q1 2026 in Review

Shufro Rose & Co held its Elevance Health (ELV) position steady in Q1 2026 at 1,250 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #215.

Shufro Rose & Co first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $828K in Q2 2015. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Shufro Rose & Co held 1,250 shares of Elevance Health worth $366K as of Q1 2026.
  • Shufro Rose & Co left its Elevance Health share count unchanged in Q1 2026.
  • Elevance Health made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #215 holding.
  • Shufro Rose & Co first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
  • Shufro Rose & Co's Elevance Health position peaked at $828K in Q2 2015.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.