Tacita Capital’s Elevance Health ELV Stock Holding History

Tacita 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	$43.7K	Hold	113	–	–	0.02%	152
2026 Q1	$33.1K	Buy	+113	New	+$37.1K	0.02%	157
2024 Q4	–	Sell	-111	Closed	-$57.7K	–	209
2024 Q3	$57.7K	Buy	111 +5	+5%	+$2.67K	0.04%	144
2024 Q2	$57.4K	Hold	106	–	–	0.04%	141
2024 Q1	$55K	Hold	106	–	–	0.04%	145
2023 Q4	$50K	Sell	106 -35	-25%	-$16.2K	0.04%	142
2023 Q3	$61.4K	Hold	141	–	–	0.05%	135
2023 Q2	$63K	Hold	141	–	–	0.05%	124
2023 Q1	$65K	Buy	141 +35	+33%	+$16.7K	0.05%	113
2022 Q4	$54K	Hold	106	–	–	0.04%	122
2022 Q3	$48K	Sell	106 -9	-8%	-$4.31K	0.04%	121
2022 Q2	$55K	Hold	115	–	–	0.04%	127
2022 Q1	$56K	Hold	115	–	–	0.03%	135
2021 Q4	$53K	Sell	115 -35	-23%	-$14.7K	0.03%	139
2021 Q3	$56K	Hold	150	–	–	0.03%	127
2021 Q2	$57K	Hold	150	–	–	0.03%	127
2021 Q1	$54K	Buy	+150	New	+$48.2K	0.04%	141

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

Tacita Capital's ELV Position: Q2 2026 in Review

Tacita Capital held its Elevance Health (ELV) position steady in Q2 2026 at 113 shares worth $43.7K. The position accounts for 0.02% of the portfolio, ranked #152.

Tacita Capital first reported a position in ELV in Q1 2021 and has held it in 17 quarters since. The position peaked at $65K in Q1 2023. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Tacita Capital held 113 shares of Elevance Health worth $43.7K as of Q2 2026.
Tacita Capital left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.02% of Tacita Capital's portfolio in Q2 2026, its #152 holding.
Tacita Capital first reported a position in Elevance Health in Q1 2021 and has held it in 17 quarters since.
Tacita Capital's Elevance Health position peaked at $65K in Q1 2023.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.