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Tandem Capital Management’s Elevance Health ELV Stock Holding History

Tandem Capital Management’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 		$2.49M Sell
6,437
-125
-2% -$46.4K 1.05% 30
2026
Q1 		$1.92M Sell
6,562
-1,648
-20% -$542K 0.96% 39
2025
Q4 		$2.88M Buy
8,210
+110
+1% +$37.2K 1.31% 25
2025
Q3 		$2.62M Buy
8,100
+569
+8% +$177K 1.22% 26
2025
Q2 		$2.93M Sell
7,531
-17
-0.2% -$6.84K 1.48% 23
2025
Q1 		$3.28M Sell
7,548
-115
-2% -$46.2K 1.83% 18
2024
Q4 		$2.83M Sell
7,663
-18
-0.2% -$7.53K 1.51% 21
2024
Q3 		$3.99M Sell
7,681
-230
-3% -$123K 2.1% 13
2024
Q2 		$4.2M Sell
7,911
-135
-2% -$71.4K 2.3% 11
2024
Q1 		$4.17M Sell
8,046
-92
-1% -$45.8K 2.37% 9
2023
Q4 		$3.84M Sell
8,138
-376
-4% -$174K 2.38% 7
2023
Q3 		$3.71M Sell
8,514
-538
-6% -$244K 2.55% 8
2023
Q2 		$4.02M Buy
9,052
+3
+0% +$1.38K 2.62% 7
2023
Q1 		$4.16M Buy
9,049
+55
+0.6% +$26.2K 2.93% 7
2022
Q4 		$4.61M Sell
8,994
-79
-0.9% -$40.1K 3.64% 3
2022
Q3 		$4.64M Sell
9,073
-2
-0% -$957 3.91% 3
2022
Q2 		$4.38M Hold
9,075
– – 3.51% 4
2022
Q1 		$4.56M Hold
9,075
– – 3.16% 6
2021
Q4 		$4.21M Buy
9,075
+35
+0.4% +$14.7K 2.43% 13
2021
Q3 		$3.37M Buy
9,040
+58
+0.6% +$22K 2.12% 17
2021
Q2 		$3.43M Buy
8,982
+22
+0.2% +$8.41K 2.16% 17
2021
Q1 		$3.22M Buy
8,960
+46
+0.5% +$14.8K 2.22% 17
2020
Q4 		$2.86M Hold
8,914
– – 2.15% 18
2020
Q3 		$2.39M Buy
8,914
+50
+0.6% +$13.5K 2.11% 16
2020
Q2 		$2.33M Sell
8,864
-944
-10% -$252K 2.28% 14
2020
Q1 		$2.23M Buy
9,808
+160
+2% +$43.6K 2.51% 10
2019
Q4 		$2.91M Buy
+9,648
New +$2.65M 2.5% 10

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

Tandem Capital Management's ELV Position: Q2 2026 in Review

Tandem Capital Management reduced its Elevance Health (ELV) stake by 1.9% in Q2 2026, selling an estimated $46.4K and leaving 6,437 shares worth $2.49M. The position accounts for 1.05% of the portfolio, ranked #30.

Tandem Capital Management first reported a position in ELV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.64M in Q3 2022. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Tandem Capital Management held 6,437 shares of Elevance Health worth $2.49M as of Q2 2026.
  • Tandem Capital Management sold 125 Elevance Health shares in Q2 2026, an estimated $46.4K.
  • Elevance Health made up 1.05% of Tandem Capital Management's portfolio in Q2 2026, its #30 holding.
  • Tandem Capital Management first reported a position in Elevance Health in Q4 2019 and has held it in 27 quarters since.
  • Tandem Capital Management's Elevance Health position peaked at $4.64M in Q3 2022.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.