Syverson Strege & Co’s Elevance Health ELV Stock Holding History

Syverson Strege & Co’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	$208K	Buy	+538	New	+$200K	0.05%	177
2026 Q1	–	Sell	-734	Closed	-$257K	–	174
2025 Q4	$257K	Buy	734 +63	+9%	+$21.3K	0.06%	133
2025 Q3	$217K	Sell	671 -222	-25%	-$69K	0.05%	155
2025 Q2	$347K	Buy	+893	New	+$359K	0.08%	99
2023 Q2	–	Sell	-15	Closed	-$6.9K	–	236
2023 Q1	$6.9K	Buy	+15	New	+$7.14K	﹤0.01%	295
2021 Q4	–	Sell	-38	Closed	-$14K	–	351
2021 Q3	$14K	Buy	+38	New	+$14.4K	0.01%	208

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

Syverson Strege & Co's ELV Position: Q2 2026 in Review

Syverson Strege & Co opened a new position in Elevance Health (ELV) in Q2 2026: 538 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #177 among its holdings. This is a return to the name: Syverson Strege & Co previously reported a position in ELV as recently as Q4 2025.

Syverson Strege & Co first reported a position in ELV in Q3 2021 and has held it in 6 quarters since. The position peaked at $347K in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Syverson Strege & Co held 538 shares of Elevance Health worth $208K as of Q2 2026.
Elevance Health was a new Syverson Strege & Co position in Q2 2026.
Elevance Health made up 0.05% of Syverson Strege & Co's portfolio in Q2 2026, its #177 holding.
Syverson Strege & Co first reported a position in Elevance Health in Q3 2021 and has held it in 6 quarters since.
Syverson Strege & Co's Elevance Health position peaked at $347K in Q2 2025.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.