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Tamar Securities’s Elevance Health ELV Stock Holding History

Tamar Securities’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 		$417K Buy
1,079
+354
+49% +$131K 0.04% 67
2026
Q1 		$212K Sell
725
-86,681
-99% -$28.5M 0.02% 75
2025
Q4 		$30.6M Buy
87,406
+4,393
+5% +$1.48M 3.23% 9
2025
Q3 		$26.8M Buy
83,013
+18,154
+28% +$5.65M 3.05% 12
2025
Q2 		$25.2M Buy
64,859
+1,194
+2% +$480K 3.06% 9
2025
Q1 		$27.7M Buy
63,665
+24,109
+61% +$9.68M 3.75% 7
2024
Q4 		$14.6M Buy
39,556
+8,184
+26% +$3.42M 2.01% 24
2024
Q3 		$16.3M Buy
31,372
+3,842
+14% +$2.05M 2.29% 22
2024
Q2 		$14.9M Buy
27,530
+1,881
+7% +$994K 2.42% 16
2024
Q1 		$13.3M Buy
25,649
+568
+2% +$282K 2.24% 23
2023
Q4 		$11.8M Buy
25,081
+1,628
+7% +$753K 2.32% 22
2023
Q3 		$10.2M Buy
23,453
+2,675
+13% +$1.21M 2.46% 17
2023
Q2 		$9.23M Buy
20,778
+2,550
+14% +$1.18M 2.27% 21
2023
Q1 		$8.38M Sell
18,228
-525
-3% -$250K 2.41% 20
2022
Q4 		$9.62M Buy
18,753
+354
+2% +$180K 3.05% 15
2022
Q3 		$8.36M Buy
18,399
+967
+6% +$463K 2.67% 14
2022
Q2 		$8.41M Sell
17,432
-897
-5% -$444K 2.76% 14
2022
Q1 		$9M Buy
18,329
+451
+3% +$206K 2.51% 15
2021
Q4 		$8.29M Sell
17,878
-1,682
-9% -$708K 2.44% 13
2021
Q3 		$7.29M Buy
19,560
+1,901
+11% +$722K 2.63% 13
2021
Q2 		$6.74M Buy
17,659
+93
+0.5% +$35.5K 2.6% 16
2021
Q1 		$6.3M Buy
17,566
+2,546
+17% +$819K 2.44% 16
2020
Q4 		$4.82M Buy
15,020
+1,468
+11% +$451K 2.74% 15
2020
Q3 		$3.64M Buy
13,552
+7,821
+136% +$2.1M 2.26% 22
2020
Q2 		$1.51M Buy
+5,731
New +$1.53M 1.2% 29

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

Tamar Securities's ELV Position: Q2 2026 in Review

Tamar Securities increased its Elevance Health (ELV) stake by 49% in Q2 2026, buying an estimated $131K and bringing the position to 1,079 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #67.

Tamar Securities first reported a position in ELV in Q2 2020 and has held it in 25 quarters since. The position peaked at $30.6M in Q4 2025. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Tamar Securities held 1,079 shares of Elevance Health worth $417K as of Q2 2026.
  • Tamar Securities bought 354 Elevance Health shares in Q2 2026, an estimated $131K.
  • Elevance Health made up 0.04% of Tamar Securities's portfolio in Q2 2026, its #67 holding.
  • Tamar Securities first reported a position in Elevance Health in Q2 2020 and has held it in 25 quarters since.
  • Tamar Securities's Elevance Health position peaked at $30.6M in Q4 2025.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Tamar Securities's 13F filing for Q2 2026, filed 5 Aug 2026.