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Truvestments Capital’s Elevance Health ELV Stock Holding History

Truvestments 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 		$37.9K Buy
98
+10
+11% +$3.71K 0.01% 588
2026
Q1 		$25.8K Hold
88
– – ﹤0.01% 593
2025
Q4 		$30.8K Hold
88
– – 0.01% 520
2025
Q3 		$28.4K Sell
88
-80
-48% -$24.9K 0.01% 529
2025
Q2 		$65.4K Hold
168
– – 0.01% 353
2025
Q1 		$73K Sell
168
-10
-6% -$4.01K 0.02% 333
2024
Q4 		$65.5K Buy
178
+6
+3% +$2.51K 0.02% 335
2024
Q3 		$89.5K Buy
+172
New +$91.9K 0.02% 286
2024
Q2 		– Sell
-417
Closed -$216K – 375
2024
Q1 		$216K Sell
417
-121
-22% -$60.2K 0.08% 207
2023
Q4 		$253K Sell
538
-77
-13% -$35.6K 0.11% 188
2023
Q3 		$268K Sell
615
-3
-0.5% -$1.36K 0.14% 144
2023
Q2 		$275K Sell
618
-30
-5% -$13.8K 0.14% 137
2023
Q1 		$298K Sell
648
-560
-46% -$267K 0.16% 114
2022
Q4 		$620K Sell
1,208
-2,892
-71% -$1.47M 0.35% 68
2022
Q3 		$1.86M Sell
4,100
-31
-0.8% -$14.8K 1.17% 28
2022
Q2 		$1.99M Sell
4,131
-282
-6% -$140K 1.17% 25
2022
Q1 		$2.17M Sell
4,413
-258
-6% -$118K 1.19% 30
2021
Q4 		$2.17M Sell
4,671
-40
-0.8% -$16.8K 1.09% 26
2021
Q3 		$1.76M Buy
4,711
+291
+7% +$111K 0.97% 42
2021
Q2 		$1.69M Buy
4,420
+862
+24% +$329K 0.93% 44
2021
Q1 		$1.28M Buy
3,558
+550
+18% +$177K 0.72% 49
2020
Q4 		$965K Buy
3,008
+122
+4% +$37.4K 0.67% 51
2020
Q3 		$775K Buy
2,886
+2,685
+1,336% +$722K 0.7% 48
2020
Q2 		$52K Buy
+201
New +$53.6K 0.05% 201

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

Truvestments Capital's ELV Position: Q2 2026 in Review

Truvestments Capital increased its Elevance Health (ELV) stake by 11% in Q2 2026, buying an estimated $3.71K and bringing the position to 98 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #588.

Truvestments Capital first reported a position in ELV in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.17M in Q1 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Truvestments Capital held 98 shares of Elevance Health worth $37.9K as of Q2 2026.
  • Truvestments Capital bought 10 Elevance Health shares in Q2 2026, an estimated $3.71K.
  • Elevance Health made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #588 holding.
  • Truvestments Capital first reported a position in Elevance Health in Q2 2020 and has held it in 24 quarters since.
  • Truvestments Capital's Elevance Health position peaked at $2.17M in Q1 2022.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.