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Sone Capital Management’s Elevance Health ELV Stock Holding History

Sone Capital Management’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 		$5.14M Buy
+13,292
New +$4.93M 0.39% 77
2025
Q1 		– Sell
-6,261
Closed -$2.31M – 125
2024
Q4 		$2.31M Buy
+6,261
New +$2.62M 0.29% 93

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

Sone Capital Management's ELV Position: Q2 2026 in Review

Sone Capital Management opened a new position in Elevance Health (ELV) in Q2 2026: 13,292 shares worth $5.14M. The stake represents 0.39% of the portfolio and ranks #77 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in ELV as recently as Q4 2024.

Sone Capital Management first reported a position in ELV in Q4 2024 and has held it in 2 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sone Capital Management held 13,292 shares of Elevance Health worth $5.14M as of Q2 2026.
  • Elevance Health was a new Sone Capital Management position in Q2 2026.
  • Elevance Health made up 0.39% of Sone Capital Management's portfolio in Q2 2026, its #77 holding.
  • Sone Capital Management first reported a position in Elevance Health in Q4 2024 and has held it in 2 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.