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Syntax Research’s Elevance Health ELV Stock Holding History

Syntax Research’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 		– Sell
-122
Closed -$35.7K – 182
2026
Q1 		$35.7K Buy
122
+1
+0.8% +$329 0.02% 104
2025
Q4 		$42.5K Hold
121
– – 0.03% 96
2025
Q3 		$39K Sell
121
-2,879
-96% -$895K 0.03% 98
2025
Q2 		$1.17M Buy
+3,000
New +$1.21M 0.83% 34
2024
Q4 		– Sell
-37
Closed -$19K – 187
2024
Q3 		$19K Buy
37
+1
+3% +$534 0.01% 125
2024
Q2 		$19.8K Hold
36
– – 0.02% 115
2024
Q1 		$18.9K Hold
36
– – 0.01% 118
2023
Q4 		$17.1K Hold
36
– – 0.01% 119
2023
Q3 		$15.7K Buy
+36
New +$16.3K 0.01% 124

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

Syntax Research's ELV Position: Q2 2026 in Review

Syntax Research sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 122 shares — an estimated $35.7K sold.

Syntax Research first reported a position in ELV in Q3 2023 and held it in 9 quarters. The position peaked at $1.17M in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Syntax Research reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Syntax Research sold 122 Elevance Health shares in Q2 2026, an estimated $35.7K.
  • Syntax Research first reported a position in Elevance Health in Q3 2023 and held it in 9 quarters.
  • Syntax Research's Elevance Health position peaked at $1.17M in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.