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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
2023
Q3 		– Sell
-2,000
Closed -$889K – 694
2023
Q2 		$889K Buy
+2,000
New +$923K 0.12% 105

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Summit Securities Group's ELV Position: Q1 2026 in Review

Summit Securities Group reduced its Elevance Health (ELV) stake by 89% in Q1 2026, selling an estimated $97K and leaving 36 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Summit Securities Group first reported a position in ELV in Q4 2013 and has held it in 21 quarters since. The position peaked at $6.64M in Q4 2021. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Summit Securities Group held 36 shares of Elevance Health worth $10.5K as of Q1 2026.
  • Summit Securities Group sold 295 Elevance Health shares in Q1 2026, an estimated $97K.
  • Elevance Health made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #660 holding.
  • Summit Securities Group first reported a position in Elevance Health in Q4 2013 and has held it in 21 quarters since.
  • Summit Securities Group's Elevance Health position peaked at $6.64M in Q4 2021.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.