Tufton Capital Management’s Elevance Health ELV Stock Holding History

Tufton 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	–	Sell	-4,124	Closed	-$1.21M	–	128
2026 Q1	$1.21M	Hold	4,124	–	–	0.22%	71
2025 Q4	$1.45M	Hold	4,124	–	–	0.25%	66
2025 Q3	$1.33M	Hold	4,124	–	–	0.24%	68
2025 Q2	$1.6M	Hold	4,124	–	–	0.31%	64
2025 Q1	$1.79M	Hold	4,124	–	–	0.35%	60
2024 Q4	$1.52M	Hold	4,124	–	–	0.29%	66
2024 Q3	$2.14M	Hold	4,124	–	–	0.4%	61
2024 Q2	$2.23M	Hold	4,124	–	–	0.43%	60
2024 Q1	$2.14M	Hold	4,124	–	–	0.42%	60
2023 Q4	$1.94M	Hold	4,124	–	–	0.41%	59
2023 Q3	$1.8M	Hold	4,124	–	–	0.4%	58
2023 Q2	$1.83M	Sell	4,124 -10	-0.2%	-$4.61K	0.4%	58
2023 Q1	$1.9M	Sell	4,134 -24	-0.6%	-$11.4K	0.41%	57
2022 Q4	$2.13M	Sell	4,158 -16	-0.4%	-$8.12K	0.47%	56
2022 Q3	$1.9M	Sell	4,174 -16	-0.4%	-$7.66K	0.46%	54
2022 Q2	$2.02M	Hold	4,190	–	–	0.38%	55
2022 Q1	$2.06M	Hold	4,190	–	–	0.33%	57
2021 Q4	$1.94M	Hold	4,190	–	–	0.3%	61
2021 Q3	$1.56M	Hold	4,190	–	–	0.26%	65
2021 Q2	$1.6M	Hold	4,190	–	–	0.26%	65
2021 Q1	$1.5M	Hold	4,190	–	–	0.26%	66
2020 Q4	$1.34M	Hold	4,190	–	–	0.25%	65
2020 Q3	$1.13M	Hold	4,190	–	–	0.23%	65
2020 Q2	$1.1M	Sell	4,190 -100	-2%	-$26.7K	0.24%	65
2020 Q1	$974K	Sell	4,290 -70	-2%	-$19.1K	0.25%	64
2019 Q4	$1.32M	Sell	4,360 -65	-1%	-$17.9K	0.26%	67
2019 Q3	$1.06M	Sell	4,425 -75	-2%	-$20.5K	0.22%	68
2019 Q2	$1.27M	Sell	4,500 -100	-2%	-$27.3K	0.27%	69
2019 Q1	$1.32M	Sell	4,600 -50	-1%	-$14.5K	0.28%	68
2018 Q4	$1.22M	Sell	4,650 -50	-1%	-$13.7K	0.3%	66
2018 Q3	$1.29M	Hold	4,700	–	–	0.27%	71
2018 Q2	$1.12M	Sell	4,700 -200	-4%	-$46.3K	0.24%	73
2018 Q1	$1.08M	Sell	4,900 -190	-4%	-$44.6K	0.21%	73
2017 Q4	$1.15M	Hold	5,090	–	–	0.22%	72
2017 Q3	$966K	Sell	5,090 -200	-4%	-$38.1K	0.19%	74
2017 Q2	$995K	Sell	5,290 -125	-2%	-$22.5K	0.2%	72
2017 Q1	$896K	Hold	5,415	–	–	0.18%	74
2016 Q4	$779K	Hold	5,415	–	–	0.16%	73
2016 Q3	$679K	Sell	5,415 -785	-13%	-$101K	0.14%	77
2016 Q2	$814K	Sell	6,200 -150	-2%	-$20.5K	0.16%	74
2016 Q1	$883K	Sell	6,350 -150	-2%	-$20K	0.22%	69
2015 Q4	$906K	Sell	6,500 -300	-4%	-$41.3K	0.22%	73
2015 Q3	$952K	Sell	6,800 -800	-11%	-$120K	0.21%	74
2015 Q2	$1.25M	Hold	7,600	–	–	0.25%	73
2015 Q1	$1.17M	Hold	7,600	–	–	0.22%	79
2014 Q4	$955K	Sell	7,600 -200	-3%	-$24.7K	0.17%	83
2014 Q3	$933K	Sell	7,800 -200	-3%	-$22.9K	0.18%	89
2014 Q2	$861K	Hold	8,000	–	–	0.17%	91
2014 Q1	$796K	Sell	8,000 -300	-4%	-$27.1K	0.17%	90
2013 Q4	$767K	Sell	8,300 -40	-0.5%	-$3.55K	0.16%	92
2013 Q3	$697K	Sell	8,340 -360	-4%	-$30.9K	0.16%	93
2013 Q2	$712K	Buy	+8,700	New	+$651K	0.17%	87

Other funds holding ELV

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Tufton Capital Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 4,124 shares — an estimated $1.21M sold.

Tufton Capital Management first reported a position in ELV in Q2 2013 and held it in 52 quarters. The position peaked at $2.23M in Q2 2024. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Tufton Capital Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
Tufton Capital Management sold 4,124 Elevance Health shares in Q2 2026, an estimated $1.21M.
Tufton Capital Management first reported a position in Elevance Health in Q2 2013 and held it in 52 quarters.
Tufton Capital Management's Elevance Health position peaked at $2.23M in Q2 2024.
637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.