BMSSC
ELV icon

B. Metzler seel. Sohn & Co’s Elevance Health ELV Stock Holding History

B. Metzler seel. Sohn & Co’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 		$6.89M Buy
23,525
+768
+3% +$252K 0.06% 169
2025
Q4 		$7.98M Buy
22,757
+923
+4% +$312K 0.07% 145
2025
Q3 		$7.06M Sell
21,834
-5,643
-21% -$1.76M 0.06% 151
2025
Q2 		$10.7M Buy
27,477
+5,073
+23% +$2.04M 0.1% 103
2025
Q1 		$9.74M Buy
22,404
+2,011
+10% +$807K 0.1% 106
2024
Q4 		$7.52M Sell
20,393
-18,565
-48% -$7.77M 0.08% 120
2024
Q3 		$20.3M Buy
38,958
+4,859
+14% +$2.6M 0.2% 72
2024
Q2 		$18.5M Buy
34,099
+1,193
+4% +$631K 0.18% 70
2024
Q1 		$17.1M Buy
32,906
+1,640
+5% +$816K 0.19% 70
2023
Q4 		$14.7M Buy
31,266
+3,403
+12% +$1.57M 0.19% 69
2023
Q3 		$12.1M Sell
27,863
-4,038
-13% -$1.83M 0.18% 71
2023
Q2 		$14.2M Buy
31,901
+5,968
+23% +$2.75M 0.19% 73
2023
Q1 		$11.9M Sell
25,933
-6,089
-19% -$2.9M 0.19% 79
2022
Q4 		$16.4M Buy
32,022
+1,243
+4% +$631K 0.28% 63
2022
Q3 		$14M Sell
30,779
-1,904
-6% -$911K 0.25% 68
2022
Q2 		$15.8M Buy
32,683
+4,120
+14% +$2.04M 0.26% 70
2022
Q1 		$14M Buy
28,563
+1,904
+7% +$870K 0.19% 91
2021
Q4 		$12.5M Buy
26,659
+2,724
+11% +$1.15M 0.16% 94
2021
Q3 		$8.92M Sell
23,935
-3,924
-14% -$1.49M 0.13% 109
2021
Q2 		$10.6M Sell
27,859
-4,652
-14% -$1.78M 0.16% 97
2021
Q1 		$11.7M Sell
32,511
-32,696
-50% -$10.5M 0.19% 83
2020
Q4 		$21.4M Buy
+65,207
New +$20M 0.4% 44

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $99.8B AUM 47.9% 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

B. Metzler seel. Sohn & Co's ELV Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co increased its Elevance Health (ELV) stake by 3.4% in Q1 2026, buying an estimated $252K and bringing the position to 23,525 shares worth $6.89M. The position accounts for 0.06% of the portfolio, ranked #169.

B. Metzler seel. Sohn & Co first reported a position in ELV in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.4M in Q4 2020. 1,467 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 23,525 shares of Elevance Health worth $6.89M as of Q1 2026.
  • B. Metzler seel. Sohn & Co bought 768 Elevance Health shares in Q1 2026, an estimated $252K.
  • Elevance Health made up 0.06% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #169 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Elevance Health in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Elevance Health position peaked at $21.4M in Q4 2020.
  • 1,467 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.