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SummitTX Capital’s Elevance Health ELV Stock Holding History

SummitTX Capital’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 		$501K Sell
1,296
-2,148
-62% -$797K 0.01% 587
2026
Q1 		$1.01M Sell
3,444
-76,058
-96% -$25M 0.03% 445
2025
Q4 		$27.9M Buy
79,502
+78,756
+10,557% +$26.6M 0.84% 12
2025
Q3 		$241K Sell
746
-1,680
-69% -$523K 0.01% 672
2025
Q2 		$944K Buy
+2,426
New +$976K 0.04% 385

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

SummitTX Capital's ELV Position: Q2 2026 in Review

SummitTX Capital reduced its Elevance Health (ELV) stake by 62% in Q2 2026, selling an estimated $797K and leaving 1,296 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #587.

SummitTX Capital first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.9M in Q4 2025. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • SummitTX Capital held 1,296 shares of Elevance Health worth $501K as of Q2 2026.
  • SummitTX Capital sold 2,148 Elevance Health shares in Q2 2026, an estimated $797K.
  • Elevance Health made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #587 holding.
  • SummitTX Capital first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Elevance Health position peaked at $27.9M in Q4 2025.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.