SFS
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Sowell Financial Services’s Elevance Health ELV Stock Holding History

Sowell Financial Services’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 		$1.02M Buy
2,643
+112
+4% +$41.5K 0.03% 457
2026
Q1 		$741K Sell
2,531
-304
-11% -$99.9K 0.03% 515
2025
Q4 		$994K Buy
2,835
+1,664
+142% +$562K 0.04% 439
2025
Q3 		$378K Sell
1,171
-274
-19% -$85.2K 0.01% 731
2025
Q2 		$562K Sell
1,445
-89
-6% -$35.8K 0.02% 578
2025
Q1 		$667K Buy
+1,534
New +$616K 0.03% 515
2023
Q2 		– Sell
-1,398
Closed -$643K – 627
2023
Q1 		$643K Buy
+1,398
New +$665K 0.05% 391
2021
Q2 		– Sell
-1,538
Closed -$598K – 1140
2021
Q1 		$598K Buy
1,538
+581
+61% +$187K 0.02% 581
2020
Q4 		$307K Sell
957
-489
-34% -$150K 0.01% 687
2020
Q3 		$388K Buy
1,446
+520
+56% +$140K 0.02% 530
2020
Q2 		$244K Buy
926
+278
+43% +$74.2K 0.01% 655
2020
Q1 		$147K Buy
648
+90
+16% +$24.5K 0.01% 738
2019
Q4 		$169K Sell
558
-457
-45% -$126K 0.01% 768
2019
Q3 		$244K Buy
+1,015
New +$278K 0.02% 585
2019
Q1 		$320K Buy
+1,116
New +$323K 0.04% 441
2018
Q2 		– Sell
-2,394
Closed -$549K – 299
2018
Q1 		$549K Buy
+2,394
New +$562K 0.14% 142
2017
Q1 		– Sell
-130
Closed -$21K – 336
2016
Q4 		$21K Buy
+130
New +$17.4K 0.01% 420

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

Sowell Financial Services's ELV Position: Q2 2026 in Review

Sowell Financial Services increased its Elevance Health (ELV) stake by 4.4% in Q2 2026, buying an estimated $41.5K and bringing the position to 2,643 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #457.

Sowell Financial Services first reported a position in ELV in Q4 2016 and has held it in 17 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sowell Financial Services held 2,643 shares of Elevance Health worth $1.02M as of Q2 2026.
  • Sowell Financial Services bought 112 Elevance Health shares in Q2 2026, an estimated $41.5K.
  • Elevance Health made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #457 holding.
  • Sowell Financial Services first reported a position in Elevance Health in Q4 2016 and has held it in 17 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.