BFM
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Brooklands Fund Management’s Elevance Health ELV Stock Holding History

Brooklands Fund 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 		– Sell
-21,319
Closed -$7.36M – 80
2025
Q4 		$7.36M Buy
21,319
+4,345
+26% +$1.47M 3.46% 5
2025
Q3 		$5.5M Buy
16,974
+177
+1% +$55K 6.82% 5
2025
Q2 		$6.53M Hold
16,797
– – 5.45% 4
2025
Q1 		$7.3M Buy
16,797
+2,001
+14% +$803K 4.56% 5
2024
Q4 		$5.45M Buy
+14,796
New +$6.19M 6.27% 6

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

Brooklands Fund Management's ELV Position: Q1 2026 in Review

Brooklands Fund Management increased its Elevance Health (ELV) stake by 1,055,250% in Q1 2026, buying an estimated $6.94M and bringing the position to 21,107 shares worth $6.2M. The position accounts for 6.97% of the portfolio, ranked #3.

Brooklands Fund Management first reported a position in ELV in Q4 2025 and has held it in 2 quarters since. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Brooklands Fund Management held 21,107 shares of Elevance Health worth $6.2M as of Q1 2026.
  • Brooklands Fund Management bought 21,105 Elevance Health shares in Q1 2026, an estimated $6.94M.
  • Elevance Health made up 6.97% of Brooklands Fund Management's portfolio in Q1 2026, its #3 holding.
  • Brooklands Fund Management first reported a position in Elevance Health in Q4 2025 and has held it in 2 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Brooklands Fund Management's 13F filing for Q1 2026, filed 14 May 2026.