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Benchmark Investment Advisors’s Elevance Health ELV Stock Holding History

Benchmark Investment Advisors’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 		$277K Buy
+945
New +$311K 0.16% 66
2025
Q3 		$390K Buy
+1,206
New +$375K 0.23% 60
2025
Q1 		$776K Sell
1,784
-578
-24% -$232K 0.5% 49
2024
Q4 		$871K Sell
2,362
-92
-4% -$38.5K 0.57% 43
2024
Q3 		$1.28M Buy
2,454
+81
+3% +$43.3K 0.91% 33
2024
Q2 		$1.29M Sell
2,373
-225
-9% -$119K 0.93% 31
2024
Q1 		$1.35M Sell
2,598
-1,472
-36% -$732K 1.06% 27
2023
Q4 		$1.92M Sell
4,070
-63
-2% -$29.1K 1.78% 17
2023
Q3 		$1.8M Sell
4,133
-66
-2% -$29.9K 1.82% 15
2023
Q2 		$1.87M Sell
4,199
-45
-1% -$20.8K 1.72% 18
2023
Q1 		$1.95M Sell
4,244
-210
-5% -$99.9K 2% 15
2022
Q4 		$2.28M Buy
4,454
+63
+1% +$32K 2.41% 6
2022
Q3 		$2M Sell
4,391
-322
-7% -$154K 2.15% 12
2022
Q2 		$2.27M Sell
4,713
-225
-5% -$111K 2.37% 7
2022
Q1 		$2.43M Buy
4,938
+3
+0.1% +$1.37K 1.82% 9
2021
Q4 		$2.29M Buy
+4,935
New +$2.08M 1.89% 13

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

Benchmark Investment Advisors's ELV Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Elevance Health (ELV) in Q1 2026: 945 shares worth $277K. The stake represents 0.16% of the portfolio and ranks #66 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in ELV as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in ELV in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.43M in Q1 2022. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Benchmark Investment Advisors held 945 shares of Elevance Health worth $277K as of Q1 2026.
  • Elevance Health was a new Benchmark Investment Advisors position in Q1 2026.
  • Elevance Health made up 0.16% of Benchmark Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Benchmark Investment Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's Elevance Health position peaked at $2.43M in Q1 2022.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.