Sumitomo Mitsui Trust Group
ELV icon

Sumitomo Mitsui Trust Group’s Elevance Health ELV Stock Holding History

Sumitomo Mitsui Trust Group’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 		$221M Sell
571,339
-31,581
-5% -$11.7M 0.13% 144
2026
Q1 		$177M Sell
602,920
-346,080
-36% -$114M 0.11% 179
2025
Q4 		$333M Buy
949,000
+5,933
+0.6% +$2M 0.2% 100
2025
Q3 		$305M Buy
943,067
+8,023
+0.9% +$2.5M 0.18% 113
2025
Q2 		$364M Buy
935,044
+85,590
+10% +$34.4M 0.23% 93
2025
Q1 		$369M Buy
849,454
+3,339
+0.4% +$1.34M 0.26% 81
2024
Q4 		$312M Sell
846,115
-10,474
-1% -$4.38M 0.21% 94
2024
Q3 		$445M Buy
856,589
+49,755
+6% +$26.6M 0.31% 67
2024
Q2 		$437M Sell
806,834
-36,646
-4% -$19.4M 0.32% 55
2024
Q1 		$437M Buy
843,480
+12,352
+1% +$6.14M 0.3% 65
2023
Q4 		$392M Buy
831,128
+1,841
+0.2% +$851K 0.29% 69
2023
Q3 		$361M Sell
829,287
-3,459
-0.4% -$1.57M 0.3% 65
2023
Q2 		$370M Sell
832,746
-78,906
-9% -$36.4M 0.29% 68
2023
Q1 		$419M Sell
911,652
-77,973
-8% -$37.1M 0.31% 69
2022
Q4 		$508M Sell
989,625
-43,243
-4% -$22M 0.4% 43
2022
Q3 		$469M Sell
1,032,868
-25,647
-2% -$12.3M 0.39% 45
2022
Q2 		$511M Sell
1,058,515
-3,230
-0.3% -$1.6M 0.39% 45
2022
Q1 		$522M Sell
1,061,745
-101,462
-9% -$46.4M 0.35% 54
2021
Q4 		$539M Buy
1,163,207
+182,647
+19% +$76.8M 0.33% 63
2021
Q3 		$366M Sell
980,560
-39,133
-4% -$14.9M 0.23% 99
2021
Q2 		$389M Sell
1,019,693
-9,472
-0.9% -$3.62M 0.23% 100
2021
Q1 		$369M Sell
1,029,165
-33,472
-3% -$10.8M 0.23% 94
2020
Q4 		$341M Sell
1,062,637
-291,107
-22% -$89.3M 0.22% 100
2020
Q3 		$364M Sell
1,353,744
-102,746
-7% -$27.6M 0.24% 86
2020
Q2 		$383M Buy
1,456,490
+156,254
+12% +$41.7M 0.27% 76
2020
Q1 		$295M Buy
1,300,236
+55,621
+4% +$15.2M 0.25% 84
2019
Q4 		$376M Buy
1,244,615
+7,781
+0.6% +$2.14M 0.3% 68
2019
Q3 		$297M Buy
1,236,834
+69,368
+6% +$19M 0.26% 83
2019
Q2 		$329M Sell
1,167,466
-16,891
-1% -$4.61M 0.29% 71
2019
Q1 		$340M Buy
1,184,357
+81,040
+7% +$23.4M 0.31% 68
2018
Q4 		$286M Buy
1,103,317
+220,571
+25% +$60.7M 0.31% 71
2018
Q3 		$242M Buy
882,746
+6,736
+0.8% +$1.75M 0.26% 83
2018
Q2 		$209M Buy
876,010
+52,487
+6% +$12.2M 0.24% 90
2018
Q1 		$181M Buy
823,523
+12,220
+2% +$2.87M 0.23% 93
2017
Q4 		$183M Sell
811,303
-40,918
-5% -$8.71M 0.24% 95
2017
Q3 		$162M Buy
852,221
+6,785
+0.8% +$1.29M 0.23% 102
2017
Q2 		$159M Buy
845,436
+17,918
+2% +$3.22M 0.23% 99
2017
Q1 		$137M Buy
827,518
+18,196
+2% +$2.89M 0.21% 113
2016
Q4 		$116M Sell
809,322
-66,734
-8% -$8.94M 0.19% 126
2016
Q3 		$110M Sell
876,056
-19,691
-2% -$2.54M 0.18% 133
2016
Q2 		$118M Buy
895,747
+12,953
+1% +$1.77M 0.2% 112
2016
Q1 		$123M Sell
882,794
-6,164
-0.7% -$824K 0.21% 106
2015
Q4 		$125M Buy
888,958
+9,032
+1% +$1.24M 0.22% 100
2015
Q3 		$123M Buy
879,926
+24,092
+3% +$3.62M 0.24% 93
2015
Q2 		$140M Sell
855,834
-166
-0% -$26.5K 0.25% 90
2015
Q1 		$132M Buy
856,000
+54,626
+7% +$7.78M 0.24% 100
2014
Q4 		$103M Buy
801,374
+76,733
+11% +$9.48M 0.2% 121
2014
Q3 		$86.7M Sell
724,641
-12,295
-2% -$1.41M 0.17% 137
2014
Q2 		$79.3M Sell
736,936
-127,440
-15% -$13.1M 0.16% 152
2014
Q1 		$86M Sell
864,376
-52,413
-6% -$4.74M 0.18% 140
2013
Q4 		$83.9M Sell
916,789
-49,830
-5% -$4.43M 0.17% 143
2013
Q3 		$80.8M Sell
966,619
-15,968
-2% -$1.37M 0.17% 140
2013
Q2 		$80.4M Buy
+982,587
New +$73.5M 0.18% 132

Other funds holding ELV

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group's ELV Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Elevance Health (ELV) stake by 5.2% in Q2 2026, selling an estimated $11.7M and leaving 571,339 shares worth $221M. The position accounts for 0.13% of the portfolio, ranked #144.

Sumitomo Mitsui Trust Group first reported a position in ELV in Q2 2013 and has held it in 53 quarters since. The position peaked at $539M in Q4 2021. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 571,339 shares of Elevance Health worth $221M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 31,581 Elevance Health shares in Q2 2026, an estimated $11.7M.
  • Elevance Health made up 0.13% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #144 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Elevance Health in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's Elevance Health position peaked at $539M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.