SSG
ELV icon

Summit Securities Group’s Elevance Health ELV Stock Holding History

Summit Securities 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 		$19.3K Buy
50
+14
+39% +$5.19K ﹤0.01% 723
2026
Q1 		$10.5K Sell
36
-295
-89% -$97K ﹤0.01% 660
2025
Q4 		$116K Sell
331
-56
-14% -$18.9K 0.02% 443
2025
Q3 		$125K Buy
387
+235
+155% +$73.1K 0.03% 347
2025
Q2 		$59.1K Buy
+152
New +$61.1K 0.01% 490
2023
Q3 		– Sell
-309
Closed -$137K – 695
2023
Q2 		$137K Sell
309
-158
-34% -$72.9K 0.02% 255
2023
Q1 		$215K Buy
467
+226
+94% +$108K 0.02% 209
2022
Q4 		$124K Buy
241
+112
+87% +$56.9K ﹤0.01% 558
2022
Q3 		$59K Sell
129
-372
-74% -$178K ﹤0.01% 592
2022
Q2 		$242K Buy
501
+402
+406% +$199K 0.03% 273
2022
Q1 		$49K Sell
99
-14,226
-99% -$6.5M 0.01% 608
2021
Q4 		$6.64M Buy
+14,325
New +$6.03M 0.31% 63
2018
Q1 		– Sell
-2,500
Closed -$563K – 175
2017
Q4 		$563K Buy
+2,500
New +$532K 0.07% 89
2017
Q1 		– Sell
-1,400
Closed -$201K – 322
2016
Q4 		$201K Buy
+1,400
New +$187K 0.04% 256
2016
Q3 		– Sell
-1,600
Closed -$210K – 191
2016
Q2 		$210K Buy
+1,600
New +$219K 0.11% 188
2015
Q4 		– Sell
-800
Closed -$112K – 325
2015
Q3 		$112K Buy
+800
New +$120K 0.08% 112
2015
Q2 		– Sell
-2,200
Closed -$340K – 505
2015
Q1 		$340K Sell
2,200
-2,100
-49% -$299K 0.25% 57
2014
Q4 		$540K Buy
4,300
+1,400
+48% +$173K 0.16% 101
2014
Q3 		$347K Buy
2,900
+1,900
+190% +$218K 0.1% 145
2014
Q2 		$108K Buy
1,000
+900
+900% +$92.7K 0.04% 222
2014
Q1 		$10K Sell
100
-4,800
-98% -$434K 0.01% 262
2013
Q4 		$453K Buy
+4,900
New +$435K 0.08% 117

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

Summit Securities Group's ELV Position: Q2 2026 in Review

Summit Securities Group increased its Elevance Health (ELV) stake by 39% in Q2 2026, buying an estimated $5.19K and bringing the position to 50 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Summit Securities Group first reported a position in ELV in Q4 2013 and has held it in 22 quarters since. The position peaked at $6.64M in Q4 2021. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Summit Securities Group held 50 shares of Elevance Health worth $19.3K as of Q2 2026.
  • Summit Securities Group bought 14 Elevance Health shares in Q2 2026, an estimated $5.19K.
  • Elevance Health made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #723 holding.
  • Summit Securities Group first reported a position in Elevance Health in Q4 2013 and has held it in 22 quarters since.
  • Summit Securities Group's Elevance Health position peaked at $6.64M in Q4 2021.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.