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Sienna Gestion’s Elevance Health ELV Stock Holding History

Sienna Gestion’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 		– Sell
-3,541
Closed -$1.02M – 185
2026
Q1 		$1.02M Sell
3,541
-15,145
-81% -$4.98M 0.07% 121
2025
Q4 		$6.49M Buy
18,686
+1,976
+12% +$668K 0.39% 91
2025
Q3 		$4.92M Hold
16,710
– – 0.34% 100
2025
Q2 		$5.93M Buy
16,710
+1,506
+10% +$606K 0.41% 86
2025
Q1 		$6.43M Sell
15,204
-1,615
-10% -$648K 0.52% 73
2024
Q4 		$6.2M Hold
16,819
– – 0.42% 87
2024
Q3 		$8.72M Buy
16,819
+3,825
+29% +$2.04M 0.58% 63
2024
Q2 		$7.04M Buy
12,994
+81
+0.6% +$42.8K 0.63% 59
2024
Q1 		$6.7M Buy
+12,913
New +$6.42M 0.58% 69

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

Sienna Gestion's ELV Position: Q2 2026 in Review

Sienna Gestion sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 3,541 shares — an estimated $1.02M sold.

Sienna Gestion first reported a position in ELV in Q1 2024 and held it in 9 quarters. The position peaked at $8.72M in Q3 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sienna Gestion reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Sienna Gestion sold 3,541 Elevance Health shares in Q2 2026, an estimated $1.02M.
  • Sienna Gestion first reported a position in Elevance Health in Q1 2024 and held it in 9 quarters.
  • Sienna Gestion's Elevance Health position peaked at $8.72M in Q3 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.