Systematic Alpha Investments’s Elevance Health ELV Stock Holding History

Systematic Alpha Investments’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	-947	Closed	-$277K	–	239
2026 Q1	$277K	Hold	947	–	–	0.01%	198
2025 Q4	$332K	Hold	947	–	–	0.01%	182
2025 Q3	$306K	Hold	947	–	–	0.01%	194
2025 Q2	$368K	Hold	947	–	–	0.01%	175
2025 Q1	$412K	Hold	947	–	–	0.02%	160
2024 Q4	$349K	Sell	947 -650	-41%	-$272K	0.01%	175
2024 Q3	$830K	Hold	1,597	–	–	0.03%	117
2024 Q2	$865K	Hold	1,597	–	–	0.03%	115
2024 Q1	$828K	Hold	1,597	–	–	0.03%	116
2023 Q4	$753K	Hold	1,597	–	–	0.03%	119
2023 Q3	$695K	Hold	1,597	–	–	0.03%	120
2023 Q2	$710K	Hold	1,597	–	–	0.03%	119
2023 Q1	$734K	Hold	1,597	–	–	0.04%	115
2022 Q4	$819K	Hold	1,597	–	–	0.04%	106
2022 Q3	$725K	Hold	1,597	–	–	0.04%	102
2022 Q2	$771K	Hold	1,597	–	–	0.04%	101
2022 Q1	$784K	Hold	1,597	–	–	0.04%	112
2021 Q4	$740K	Hold	1,597	–	–	0.03%	121
2021 Q3	$695K	Hold	1,597	–	–	0.03%	132
2021 Q2	$603K	Buy	1,597 +14	+0.9%	+$5.35K	0.03%	129
2021 Q1	$568K	Hold	1,583	–	–	0.04%	108
2020 Q4	$508K	Buy	+1,583	New	+$486K	0.06%	92

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Systematic Alpha Investments's ELV Position: Q2 2026 in Review

Systematic Alpha Investments sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 947 shares — an estimated $277K sold.

Systematic Alpha Investments first reported a position in ELV in Q4 2020 and held it in 22 quarters. The position peaked at $865K in Q2 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Systematic Alpha Investments reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
Systematic Alpha Investments sold 947 Elevance Health shares in Q2 2026, an estimated $277K.
Systematic Alpha Investments first reported a position in Elevance Health in Q4 2020 and held it in 22 quarters.
Systematic Alpha Investments's Elevance Health position peaked at $865K in Q2 2024.
1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.