Summit Street Capital Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21.7M Buy
73,983
+11,087
+18% +$3.64M 3.06% 16
2025
Q4
$22M Buy
62,896
+9,704
+18% +$3.28M 3.47% 16
2025
Q3
$17.2M Buy
53,192
+19,282
+57% +$6M 2.36% 25
2025
Q2
$13.2M Sell
33,910
-6,663
-16% -$2.68M 2.18% 27
2025
Q1
$17.6M Buy
40,573
+1,154
+3% +$463K 2.94% 23
2024
Q4
$14.5M Buy
39,419
+22,478
+133% +$9.41M 2.28% 27
2024
Q3
$8.81M Hold
16,941
3.15% 17
2024
Q2
$9.18M Buy
16,941
+1,050
+7% +$555K 3.35% 12
2024
Q1
$8.24M Buy
15,891
+2,426
+18% +$1.21M 3.16% 14
2023
Q4
$6.35M Hold
13,465
2.69% 23
2023
Q3
$5.86M Hold
13,465
2.62% 24
2023
Q2
$5.98M Hold
13,465
2.82% 22
2023
Q1
$6.19M Hold
13,465
3.29% 14
2022
Q4
$6.91M Hold
13,465
4.36% 5
2022
Q3
$6.12M Hold
13,465
4.24% 6
2022
Q2
$6.5M Sell
13,465
-2,770
-17% -$1.37M 4.26% 4
2022
Q1
$7.97M Hold
16,235
4.82% 2
2021
Q4
$7.53M Hold
16,235
4.69% 3
2021
Q3
$6.05M Hold
16,235
4.02% 4
2021
Q2
$6.2M Hold
16,235
3.97% 4
2021
Q1
$5.83M Buy
16,235
+2,156
+15% +$693K 3.78% 5
2020
Q4
$4.52M Buy
14,079
+779
+6% +$239K 3.38% 13
2020
Q3
$3.57M Buy
13,300
+4,797
+56% +$1.29M 3.16% 12
2020
Q2
$2.24M Buy
+8,503
New +$2.27M 1.87% 28
2018
Q1
Sell
-18,324
Closed -$4.12M 34
2017
Q4
$4.12M Hold
18,324
4.07% 3
2017
Q3
$3.48M Sell
18,324
-2,500
-12% -$476K 3.97% 9
2017
Q2
$3.92M Hold
20,824
4.51% 3
2017
Q1
$3.44M Hold
20,824
3.77% 5
2016
Q4
$2.99M Hold
20,824
3.32% 11
2016
Q3
$2.61M Buy
20,824
+4,490
+27% +$580K 2.8% 18
2016
Q2
$2.15M Hold
16,334
2.39% 23
2016
Q1
$2.27M Buy
+16,334
New +$2.18M 2.36% 24
2015
Q3
Sell
-19,831
Closed -$3.25M 36
2015
Q2
$3.25M Hold
19,831
3.13% 9
2015
Q1
$3.06M Sell
19,831
-12,417
-39% -$1.77M 2.74% 15
2014
Q4
$4.05M Buy
+32,248
New +$3.98M 3.98% 3

Other funds holding ELV

Summit Street Capital Management's ELV Position: Q1 2026 in Review

Summit Street Capital Management increased its Elevance Health (ELV) stake by 18% in Q1 2026, buying an estimated $3.64M and bringing the position to 73,983 shares worth $21.7M. The position accounts for 3.06% of the portfolio, ranked #16.

Summit Street Capital Management first reported a position in ELV in Q4 2014 and has held it in 35 quarters since. The position peaked at $22M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Summit Street Capital Management held 73,983 shares of Elevance Health worth $21.7M as of Q1 2026.
  • Summit Street Capital Management bought 11,087 Elevance Health shares in Q1 2026, an estimated $3.64M.
  • Elevance Health made up 3.06% of Summit Street Capital Management's portfolio in Q1 2026, its #16 holding.
  • Summit Street Capital Management first reported a position in Elevance Health in Q4 2014 and has held it in 35 quarters since.
  • Summit Street Capital Management's Elevance Health position peaked at $22M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Summit Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.