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Synergy Investment Management’s Elevance Health ELV Stock Holding History

Synergy Investment Management’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 		$6.02K Buy
16
+3
+23% +$1.11K ﹤0.01% 712
2026
Q1 		$3.85K Buy
+13
New +$4.27K ﹤0.01% 614
2025
Q2 		– Sell
-7
Closed -$3.04K – 219
2025
Q1 		$3.04K Sell
7
-12
-63% -$4.82K ﹤0.01% 506
2024
Q4 		$7.01K Buy
+19
New +$7.95K ﹤0.01% 423

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 $3.38T AUM 44.17% 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

Synergy Investment Management's ELV Position: Q2 2026 in Review

Synergy Investment Management increased its Elevance Health (ELV) stake by 23% in Q2 2026, buying an estimated $1.11K and bringing the position to 16 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Synergy Investment Management first reported a position in ELV in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.01K in Q4 2024. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Synergy Investment Management held 16 shares of Elevance Health worth $6.02K as of Q2 2026.
  • Synergy Investment Management bought 3 Elevance Health shares in Q2 2026, an estimated $1.11K.
  • Elevance Health made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #712 holding.
  • Synergy Investment Management first reported a position in Elevance Health in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Elevance Health position peaked at $7.01K in Q4 2024.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.