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Silver Oak Securities’s Elevance Health ELV Stock Holding History

Silver Oak Securities’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 		$617K Sell
1,596
-134
-8% -$49.7K 0.04% 409
2026
Q1 		$506K Buy
1,730
+72
+4% +$23.7K 0.04% 435
2025
Q4 		$578K Buy
1,658
+8
+0.5% +$2.7K 0.04% 420
2025
Q3 		$533K Buy
1,650
+85
+5% +$26.4K 0.04% 410
2025
Q2 		$609K Buy
1,565
+262
+20% +$105K 0.05% 360
2025
Q1 		$563K Sell
1,303
-505
-28% -$203K 0.05% 348
2024
Q4 		$667K Sell
1,808
-153
-8% -$64K 0.06% 316
2024
Q3 		$1.02M Buy
1,961
+1,741
+791% +$930K 0.11% 196
2024
Q2 		$119K Buy
220
+15
+7% +$7.93K 0.02% 421
2024
Q1 		$106K Sell
205
-1,269
-86% -$631K 0.02% 423
2023
Q4 		$695K Buy
1,474
+1,272
+630% +$588K 0.09% 226
2023
Q3 		$88K Buy
+202
New +$91.6K 0.02% 345
2022
Q4 		– Sell
-202
Closed -$88K – 355
2022
Q3 		$88K Buy
+202
New +$96.7K 0.02% 345

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

Silver Oak Securities's ELV Position: Q2 2026 in Review

Silver Oak Securities reduced its Elevance Health (ELV) stake by 7.7% in Q2 2026, selling an estimated $49.7K and leaving 1,596 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #409.

Silver Oak Securities first reported a position in ELV in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Silver Oak Securities held 1,596 shares of Elevance Health worth $617K as of Q2 2026.
  • Silver Oak Securities sold 134 Elevance Health shares in Q2 2026, an estimated $49.7K.
  • Elevance Health made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #409 holding.
  • Silver Oak Securities first reported a position in Elevance Health in Q3 2022 and has held it in 13 quarters since.
  • Silver Oak Securities's Elevance Health position peaked at $1.02M in Q3 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.