Vontobel Holding
ELV icon

Vontobel Holding’s Elevance Health ELV Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-2,200
Closed -$771K – 1285
2025
Q4 		$771K Sell
2,200
-100
-4% -$33.8K ﹤0.01% 836
2025
Q3 		$743K Buy
+2,300
New +$715K ﹤0.01% 819

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

Vontobel Holding's ELV Position: Q2 2026 in Review

Vontobel Holding increased its Elevance Health (ELV) stake by 467% in Q2 2026, buying an estimated $16.4M and bringing the position to 53,640 shares worth $20.7M. The position accounts for 0.07% of the portfolio, ranked #231.

Vontobel Holding first reported a position in ELV in Q4 2020 and has held it in 23 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Vontobel Holding held 53,640 shares of Elevance Health worth $20.7M as of Q2 2026.
  • Vontobel Holding bought 44,187 Elevance Health shares in Q2 2026, an estimated $16.4M.
  • Elevance Health made up 0.07% of Vontobel Holding's portfolio in Q2 2026, its #231 holding.
  • Vontobel Holding first reported a position in Elevance Health in Q4 2020 and has held it in 23 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.