Stoneridge Investment Partners’s Elevance Health ELV Stock Holding History

Stoneridge Investment Partners’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	$970K	Buy	+2,581	New	+$957K	0.64%	38
2026 Q1	–	Sell	-1,353	Closed	-$474K	–	135
2025 Q4	$474K	Buy	+1,353	New	+$457K	0.33%	69
2023 Q2	–	Sell	-3,030	Closed	-$1.39M	–	112
2023 Q1	$1.39M	Buy	3,030 +2,158	+247%	+$1.03M	0.74%	44
2022 Q4	$447K	Buy	+872	New	+$443K	0.25%	73
2020 Q2	–	Sell	-8,514	Closed	-$1.93M	–	123
2020 Q1	$1.93M	Buy	8,514 +2,022	+31%	+$551K	0.87%	41
2019 Q4	$1.96M	Buy	+6,492	New	+$1.79M	0.66%	50

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

Stoneridge Investment Partners's ELV Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Elevance Health (ELV) in Q2 2026: 2,581 shares worth $970K. The stake represents 0.64% of the portfolio and ranks #38 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in ELV as recently as Q4 2025.

Stoneridge Investment Partners first reported a position in ELV in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.96M in Q4 2019. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Stoneridge Investment Partners held 2,581 shares of Elevance Health worth $970K as of Q2 2026.
Elevance Health was a new Stoneridge Investment Partners position in Q2 2026.
Elevance Health made up 0.64% of Stoneridge Investment Partners's portfolio in Q2 2026, its #38 holding.
Stoneridge Investment Partners first reported a position in Elevance Health in Q4 2019 and has held it in 6 quarters since.
Stoneridge Investment Partners's Elevance Health position peaked at $1.96M in Q4 2019.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.