SRS Investment Management’s Elevance Health ELV Stock Holding History

SRS Investment 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	$24M	Buy	61,945 +2,377	+4%	+$882K	0.22%	29
2026 Q1	$17.4M	Sell	59,568 -87,408	-59%	-$28.7M	0.18%	28
2025 Q4	$51.5M	Hold	146,976	–	–	0.54%	23
2025 Q3	$47.5M	Buy	146,976 +600	+0.4%	+$187K	0.52%	18
2025 Q2	$56.9M	Hold	146,376	–	–	0.59%	17
2025 Q1	$63.7M	Buy	+146,376	New	+$58.8M	0.85%	17
2024 Q4	–	Sell	-193,569	Closed	-$101M	–	22
2024 Q3	$101M	Buy	+193,569	New	+$103M	1.5%	13

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

SRS Investment Management's ELV Position: Q2 2026 in Review

SRS Investment Management increased its Elevance Health (ELV) stake by 4% in Q2 2026, buying an estimated $882K and bringing the position to 61,945 shares worth $24M. The position accounts for 0.22% of the portfolio, ranked #29.

SRS Investment Management first reported a position in ELV in Q3 2024 and has held it in 7 quarters since. The position peaked at $101M in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

SRS Investment Management held 61,945 shares of Elevance Health worth $24M as of Q2 2026.
SRS Investment Management bought 2,377 Elevance Health shares in Q2 2026, an estimated $882K.
Elevance Health made up 0.22% of SRS Investment Management's portfolio in Q2 2026, its #29 holding.
SRS Investment Management first reported a position in Elevance Health in Q3 2024 and has held it in 7 quarters since.
SRS Investment Management's Elevance Health position peaked at $101M in Q3 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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