AIM
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Anchor Investment Management’s Elevance Health ELV Stock Holding History

Anchor Investment 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
Q1 		$2.37M Sell
8,086
-1,069
-12% -$351K 0.2% 125
2025
Q4 		$3.21M Buy
9,155
+1,267
+16% +$428K 0.26% 102
2025
Q3 		$2.55M Buy
7,888
+1,010
+15% +$314K 0.21% 120
2025
Q2 		$2.68M Buy
6,878
+388
+6% +$156K 0.23% 113
2025
Q1 		$2.82M Sell
6,490
-911
-12% -$366K 0.26% 98
2024
Q4 		$2.73M Buy
7,401
+1,303
+21% +$545K 0.25% 104
2024
Q3 		$3.17M Buy
6,098
+1,135
+23% +$606K 0.3% 89
2024
Q2 		$2.69M Buy
4,963
+204
+4% +$108K 0.28% 94
2024
Q1 		$2.47M Buy
4,759
+208
+5% +$103K 0.26% 104
2023
Q4 		$2.15M Buy
4,551
+1,142
+33% +$528K 0.25% 107
2023
Q3 		$1.48M Sell
3,409
-540
-14% -$245K 0.19% 123
2023
Q2 		$1.75M Buy
3,949
+166
+4% +$76.6K 0.22% 117
2023
Q1 		$1.74M Buy
3,783
+280
+8% +$133K 0.24% 113
2022
Q4 		$1.8M Buy
3,503
+68
+2% +$34.5K 0.26% 112
2022
Q3 		$1.56M Buy
3,435
+172
+5% +$82.3K 0.24% 110
2022
Q2 		$1.57M Buy
3,263
+61
+2% +$30.2K 0.23% 114
2022
Q1 		$1.57M Buy
3,202
+224
+8% +$102K 0.2% 122
2021
Q4 		$1.38M Buy
2,978
+156
+6% +$65.6K 0.17% 130
2021
Q3 		$1.05M Buy
2,822
+51
+2% +$19.4K 0.15% 155
2021
Q2 		$1.06M Sell
2,771
-2
-0.1% -$764 0.15% 152
2021
Q1 		$995K Buy
2,773
+1,195
+76% +$384K 0.15% 146
2020
Q4 		$507K Buy
1,578
+113
+8% +$34.7K 0.09% 187
2020
Q3 		$393K Buy
1,465
+72
+5% +$19.4K 0.08% 187
2020
Q2 		$366K Sell
1,393
-81
-5% -$21.6K 0.08% 186
2020
Q1 		$335K Buy
1,474
+439
+42% +$120K 0.09% 187
2019
Q4 		$313K Sell
1,035
-29
-3% -$7.98K 0.07% 221
2019
Q3 		$255K Buy
1,064
+63
+6% +$17.3K 0.06% 250
2019
Q2 		$282K Buy
1,001
+176
+21% +$48.1K 0.07% 232
2019
Q1 		$237K Buy
825
+465
+129% +$134K 0.06% 258
2018
Q4 		$94.5K Hold
360
– – 0.03% 351
2018
Q3 		$98.7K Hold
360
– – 0.02% 379
2018
Q2 		$85.7K Hold
360
– – 0.02% 407
2018
Q1 		$79.1K Hold
360
– – 0.02% 421
2017
Q4 		$81K Hold
360
– – 0.02% 403
2017
Q3 		$68.4K Hold
360
– – 0.02% 414
2017
Q2 		$67.7K Hold
360
– – 0.02% 373
2017
Q1 		$59.5K Hold
360
– – 0.02% 377
2016
Q4 		$51.8K Hold
360
– – 0.02% 379
2016
Q3 		$45.1K Buy
360
+60
+20% +$7.75K 0.02% 363
2016
Q2 		$39.4K Hold
300
– – 0.02% 376
2016
Q1 		$41.7K Buy
+300
New +$40.1K 0.02% 360

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Anchor Investment Management's ELV Position: Q1 2026 in Review

Anchor Investment Management reduced its Elevance Health (ELV) stake by 12% in Q1 2026, selling an estimated $351K and leaving 8,086 shares worth $2.37M. The position accounts for 0.2% of the portfolio, ranked #125.

Anchor Investment Management first reported a position in ELV in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.21M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Anchor Investment Management held 8,086 shares of Elevance Health worth $2.37M as of Q1 2026.
  • Anchor Investment Management sold 1,069 Elevance Health shares in Q1 2026, an estimated $351K.
  • Elevance Health made up 0.2% of Anchor Investment Management's portfolio in Q1 2026, its #125 holding.
  • Anchor Investment Management first reported a position in Elevance Health in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Elevance Health position peaked at $3.21M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.