Bank of America’s Elevance Health ELV Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-12,500	Closed	-$4.04M	–	7635
2025 Q3	$4.04M	Sell	12,500 -1,300	-9%	-$404K	﹤0.01%	4210
2025 Q2	$5.37M	Sell	13,800 -33,000	-71%	-$13.3M	﹤0.01%	3822
2025 Q1	$20.4M	Buy	46,800 +12,400	+36%	+$4.98M	﹤0.01%	2413
2024 Q4	$12.7M	Sell	34,400 -21,000	-38%	-$8.79M	﹤0.01%	2704
2024 Q3	$28.8M	Buy	55,400 +9,800	+21%	+$5.24M	﹤0.01%	2048
2024 Q2	$24.7M	Buy	45,600 +22,600	+98%	+$11.9M	﹤0.01%	2050
2024 Q1	$11.9M	Buy	23,000 +19,100	+490%	+$9.5M	﹤0.01%	2815
2023 Q4	$1.84M	Buy	3,900 +3,500	+875%	+$1.62M	﹤0.01%	4498
2023 Q3	$174K	Sell	400 -44,400	-99%	-$20.1M	﹤0.01%	5975
2023 Q2	$19.9M	Buy	+44,800	New	+$20.7M	﹤0.01%	2044
2023 Q1	–	Sell	-1,000	Closed	-$513K	–	7921
2022 Q4	$513K	Hold	1,000	–	–	﹤0.01%	5355
2022 Q3	$454K	Buy	1,000 +400	+67%	+$191K	﹤0.01%	5478
2022 Q2	$290K	Hold	600	–	–	﹤0.01%	5833
2022 Q1	$295K	Sell	600 -57,500	-99%	-$26.3M	﹤0.01%	6203
2021 Q4	$26.9M	Buy	58,100 +50,000	+617%	+$21M	﹤0.01%	1943
2021 Q3	$3.02M	Hold	8,100	–	–	﹤0.01%	4058
2021 Q2	$3.09M	Hold	8,100	–	–	﹤0.01%	3950
2021 Q1	$2.91M	Buy	8,100 +3,800	+88%	+$1.22M	﹤0.01%	3914
2020 Q4	$1.38M	Buy	+4,300	New	+$1.32M	﹤0.01%	4246
2020 Q1	–	Sell	-5,000	Closed	-$1.51M	–	6940
2019 Q4	$1.51M	Sell	5,000 -15,000	-75%	-$4.13M	﹤0.01%	4214
2019 Q3	$4.8M	Buy	+20,000	New	+$5.48M	﹤0.01%	3259
2019 Q2	–	Sell	-17,100	Closed	-$4.91M	–	7243
2019 Q1	$4.91M	Buy	17,100 +15,300	+850%	+$4.42M	﹤0.01%	3186
2018 Q4	$473K	Sell	1,800 -44,100	-96%	-$12.1M	﹤0.01%	4974
2018 Q3	$12.6M	Buy	45,900 +41,700	+993%	+$10.8M	﹤0.01%	2251
2018 Q2	$1M	Hold	4,200	–	–	﹤0.01%	4464
2018 Q1	$923K	Buy	4,200 +800	+24%	+$188K	﹤0.01%	4439
2017 Q4	$765K	Hold	3,400	–	–	﹤0.01%	4660
2017 Q3	$646K	Buy	+3,400	New	+$647K	﹤0.01%	4807
2017 Q2	–	Sell	-18,000	Closed	-$2.98M	–	6989
2017 Q1	$2.98M	Buy	+18,000	New	+$2.86M	﹤0.01%	3516
2016 Q1	–	Sell	-1,500	Closed	-$209K	–	7078
2015 Q4	$209K	Sell	1,500 -2,500	-63%	-$344K	﹤0.01%	5357
2015 Q3	$560K	Hold	4,000	–	–	﹤0.01%	4728
2015 Q2	$657K	Hold	4,000	–	–	﹤0.01%	4482
2015 Q1	$618K	Sell	4,000 -63,400	-94%	-$9.03M	﹤0.01%	4140
2014 Q4	$8.47M	Sell	67,400 -281,800	-81%	-$34.8M	﹤0.01%	2060
2014 Q3	$41.8M	Buy	349,200 +125,200	+56%	+$14.4M	0.01%	937
2014 Q2	$24.1M	Buy	224,000 +203,500	+993%	+$21M	0.01%	1276
2014 Q1	$2.04M	Sell	20,500 -96,100	-82%	-$8.69M	﹤0.01%	3200
2013 Q4	$10.8M	Sell	116,600 -1,500	-1%	-$133K	﹤0.01%	1791
2013 Q3	$9.87M	Sell	118,100 -163,300	-58%	-$14M	﹤0.01%	1807
2013 Q2	$23M	Buy	+281,400	New	+$21.1M	0.01%	1098

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $99.8B AUM 47.9% 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

Bank of America's ELV Position: Q1 2026 in Review

Bank of America increased its Elevance Health (ELV) stake by 23% in Q1 2026, buying an estimated $168M and bringing the position to 2,718,766 shares worth $796M. The position accounts for 0.06% of the portfolio, ranked #287.

Bank of America first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.25B in Q2 2022. 1,467 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Bank of America held 2,718,766 shares of Elevance Health worth $796M as of Q1 2026.
Bank of America bought 511,626 Elevance Health shares in Q1 2026, an estimated $168M.
Elevance Health made up 0.06% of Bank of America's portfolio in Q1 2026, its #287 holding.
Bank of America first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
Bank of America's Elevance Health position peaked at $2.25B in Q2 2022.
1,467 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.