Taproot Management’s Elevance Health ELV Stock Holding History

Taproot 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	–	Sell	-32,111	Closed	-$9.4M	–	57
2026 Q1	$9.4M	Buy	32,111 +22,731	+242%	+$7.47M	1.77%	3
2025 Q4	$3.29M	Buy	+9,380	New	+$3.17M	0.53%	68

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

Taproot Management's ELV Position: Q2 2026 in Review

Taproot Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 32,111 shares — an estimated $9.4M sold.

Taproot Management first reported a position in ELV in Q4 2025 and held it in 2 quarters. The position peaked at $9.4M in Q1 2026. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Taproot Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
Taproot Management sold 32,111 Elevance Health shares in Q2 2026, an estimated $9.4M.
Taproot Management first reported a position in Elevance Health in Q4 2025 and held it in 2 quarters.
Taproot Management's Elevance Health position peaked at $9.4M in Q1 2026.
1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.