Alta Advisers’s Elevance Health ELV Stock Holding History

Alta Advisers’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	$243K	Hold	831	–	–	0.09%	173
2025 Q4	$291K	Sell	831 -240	-22%	-$81.1K	0.11%	140
2025 Q3	$346K	Hold	1,071	–	–	0.11%	157
2025 Q2	$417K	Hold	1,071	–	–	0.15%	125
2025 Q1	$466K	Buy	1,071 +300	+39%	+$120K	0.2%	103
2024 Q4	$284K	Buy	771 +171	+29%	+$71.6K	0.18%	106
2024 Q3	$312K	Hold	600	–	–	0.14%	86
2024 Q2	$325K	Hold	600	–	–	0.16%	77
2024 Q1	$311K	Hold	600	–	–	0.15%	81
2023 Q4	$283K	Hold	600	–	–	0.15%	81
2023 Q3	$261K	Hold	600	–	–	0.15%	79
2023 Q2	$267K	Hold	600	–	–	0.15%	82
2023 Q1	$276K	Hold	600	–	–	0.16%	76
2022 Q4	$308K	Hold	600	–	–	0.18%	68
2022 Q3	$273K	Buy	+600	New	+$287K	0.17%	69

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Alta Advisers's ELV Position: Q1 2026 in Review

Alta Advisers held its Elevance Health (ELV) position steady in Q1 2026 at 831 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #173.

Alta Advisers first reported a position in ELV in Q3 2022 and has held it in 15 quarters since. The position peaked at $466K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Alta Advisers held 831 shares of Elevance Health worth $243K as of Q1 2026.
Alta Advisers left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.09% of Alta Advisers's portfolio in Q1 2026, its #173 holding.
Alta Advisers first reported a position in Elevance Health in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Elevance Health position peaked at $466K in Q1 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.