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	-9,400	Closed	-$3.04M	–	7636
2025 Q3	$3.04M	Sell	9,400 -5,000	-35%	-$1.56M	﹤0.01%	4456
2025 Q2	$5.6M	Sell	14,400 -5,000	-26%	-$2.01M	﹤0.01%	3781
2025 Q1	$8.44M	Sell	19,400 -7,000	-27%	-$2.81M	﹤0.01%	3313
2024 Q4	$9.74M	Sell	26,400 -25,400	-49%	-$10.6M	﹤0.01%	2961
2024 Q3	$26.9M	Buy	51,800 +9,200	+22%	+$4.91M	﹤0.01%	2114
2024 Q2	$23.1M	Buy	42,600 +19,600	+85%	+$10.4M	﹤0.01%	2105
2024 Q1	$11.9M	Sell	23,000 -1,600	-7%	-$796K	﹤0.01%	2816
2023 Q4	$11.6M	Buy	24,600 +23,600	+2,360%	+$10.9M	﹤0.01%	2719
2023 Q3	$435K	Hold	1,000	–	–	﹤0.01%	5407
2023 Q2	$444K	Sell	1,000 -24,700	-96%	-$11.4M	﹤0.01%	5357
2023 Q1	$11.8M	Buy	25,700 +22,800	+786%	+$10.9M	﹤0.01%	2657
2022 Q4	$1.49M	Sell	2,900 -20,000	-87%	-$10.2M	﹤0.01%	4519
2022 Q3	$10.4M	Buy	22,900 +20,900	+1,045%	+$10M	﹤0.01%	2579
2022 Q2	$965K	Hold	2,000	–	–	﹤0.01%	4947
2022 Q1	$982K	Sell	2,000 -12,700	-86%	-$5.81M	﹤0.01%	5290
2021 Q4	$6.81M	Hold	14,700	–	–	﹤0.01%	3346
2021 Q3	$5.48M	Hold	14,700	–	–	﹤0.01%	3481
2021 Q2	$5.61M	Hold	14,700	–	–	﹤0.01%	3419
2021 Q1	$5.28M	Buy	14,700 +6,800	+86%	+$2.19M	﹤0.01%	3340
2020 Q4	$2.54M	Buy	7,900 +7,600	+2,533%	+$2.33M	﹤0.01%	3738
2020 Q3	$81K	Hold	300	–	–	﹤0.01%	5791
2020 Q2	$79K	Hold	300	–	–	﹤0.01%	5784
2020 Q1	$68K	Hold	300	–	–	﹤0.01%	5727
2019 Q4	$91K	Hold	300	–	–	﹤0.01%	6033
2019 Q3	$72K	Sell	300 -19,700	-99%	-$5.4M	﹤0.01%	6189
2019 Q2	$5.64M	Sell	20,000 -21,700	-52%	-$5.93M	﹤0.01%	3116
2019 Q1	$12M	Buy	41,700 +26,300	+171%	+$7.61M	﹤0.01%	2304
2018 Q4	$4.04M	Hold	15,400	–	–	﹤0.01%	3224
2018 Q3	$4.22M	Hold	15,400	–	–	﹤0.01%	3348
2018 Q2	$3.67M	Sell	15,400 -200	-1%	-$46.3K	﹤0.01%	3446
2018 Q1	$3.43M	Sell	15,600 -900	-5%	-$211K	﹤0.01%	3432
2017 Q4	$3.71M	Buy	16,500 +5,000	+43%	+$1.06M	﹤0.01%	3401
2017 Q3	$2.18M	Buy	+11,500	New	+$2.19M	﹤0.01%	3915
2017 Q1	–	Sell	-25,000	Closed	-$3.59M	–	7023
2016 Q4	$3.59M	Hold	25,000	–	–	﹤0.01%	3260
2016 Q3	$3.13M	Hold	25,000	–	–	﹤0.01%	3262
2016 Q2	$3.28M	Sell	25,000 -15,000	-38%	-$2.05M	﹤0.01%	3187
2016 Q1	$5.56M	Hold	40,000	–	–	﹤0.01%	2682
2015 Q4	$5.58M	Buy	40,000 +8,500	+27%	+$1.17M	﹤0.01%	2833
2015 Q3	$4.41M	Hold	31,500	–	–	﹤0.01%	3010
2015 Q2	$5.17M	Buy	31,500 +27,500	+688%	+$4.39M	﹤0.01%	2561
2015 Q1	$618K	Sell	4,000 -276,700	-99%	-$39.4M	﹤0.01%	4141
2014 Q4	$35.3M	Buy	280,700 +226,800	+421%	+$28M	0.01%	1038
2014 Q3	$6.45M	Sell	53,900 -117,100	-68%	-$13.4M	﹤0.01%	2330
2014 Q2	$18.4M	Buy	171,000 +133,100	+351%	+$13.7M	0.01%	1464
2014 Q1	$3.77M	Sell	37,900 -95,200	-72%	-$8.61M	﹤0.01%	2646
2013 Q4	$12.3M	Buy	133,100 +16,200	+14%	+$1.44M	﹤0.01%	1659
2013 Q3	$9.77M	Sell	116,900 -6,200	-5%	-$531K	﹤0.01%	1818
2013 Q2	$10.1M	Buy	+123,100	New	+$9.21M	﹤0.01%	1716

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 $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

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. 1,466 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.
1,466 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.