Summit Place Financial Advisors’s Elevance Health ELV Stock Holding History

Summit Place Financial 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	$203K	Buy	+525	New	+$195K	0.09%	109
2025 Q3	–	Sell	-542	Closed	-$211K	–	104
2025 Q2	$211K	Hold	542	–	–	0.11%	87
2025 Q1	$236K	Buy	+542	New	+$218K	0.13%	89
2024 Q4	–	Sell	-542	Closed	-$282K	–	93
2024 Q3	$282K	Buy	542 +17	+3%	+$9.08K	0.16%	81
2024 Q2	$284K	Hold	525	–	–	0.17%	82
2024 Q1	$272K	Hold	525	–	–	0.16%	82
2023 Q4	$248K	Hold	525	–	–	0.16%	83
2023 Q3	$229K	Hold	525	–	–	0.16%	87
2023 Q2	$233K	Hold	525	–	–	0.15%	86
2023 Q1	$241K	Hold	525	–	–	0.17%	87
2022 Q4	$269K	Hold	525	–	–	0.22%	77
2022 Q3	$238K	Hold	525	–	–	0.22%	81
2022 Q2	$253K	Hold	525	–	–	0.21%	91
2022 Q1	$258K	Hold	525	–	–	0.17%	100
2021 Q4	$243K	Sell	525 -45	-8%	-$18.9K	0.17%	96
2021 Q3	$212K	Sell	570 -30	-5%	-$11.4K	0.15%	103
2021 Q2	$229K	Hold	600	–	–	0.17%	99
2021 Q1	$215K	Buy	+600	New	+$193K	0.17%	100

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

Summit Place Financial Advisors's ELV Position: Q2 2026 in Review

Summit Place Financial Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 525 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings. This is a return to the name: Summit Place Financial Advisors previously reported a position in ELV as recently as Q2 2025.

Summit Place Financial Advisors first reported a position in ELV in Q1 2021 and has held it in 18 quarters since. The position peaked at $284K in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Summit Place Financial Advisors held 525 shares of Elevance Health worth $203K as of Q2 2026.
Elevance Health was a new Summit Place Financial Advisors position in Q2 2026.
Elevance Health made up 0.09% of Summit Place Financial Advisors's portfolio in Q2 2026, its #109 holding.
Summit Place Financial Advisors first reported a position in Elevance Health in Q1 2021 and has held it in 18 quarters since.
Summit Place Financial Advisors's Elevance Health position peaked at $284K in Q2 2024.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.