Sovran Advisors’s Elevance Health ELV Stock Holding History

Sovran Advisors’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	-575	Closed	-$217K	–	623
2026 Q1	$217K	Sell	575 -33	-5%	-$10.8K	0.02%	539
2025 Q4	$232K	Buy	+608	New	+$205K	0.02%	501

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sovran Advisors's ELV Position: Q2 2026 in Review

Sovran Advisors sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 575 shares — an estimated $217K sold.

Sovran Advisors first reported a position in ELV in Q4 2025 and held it in 2 quarters. The position peaked at $232K in Q4 2025. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Sovran Advisors reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
Sovran Advisors sold 575 Elevance Health shares in Q2 2026, an estimated $217K.
Sovran Advisors first reported a position in Elevance Health in Q4 2025 and held it in 2 quarters.
Sovran Advisors's Elevance Health position peaked at $232K in Q4 2025.
1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.