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Brooklyn Investment Group’s Elevance Health ELV Stock Holding History

Brooklyn Investment Group’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 		$1.97M Buy
6,731
+2,481
+58% +$815K 0.06% 282
2025
Q4 		$1.48M Buy
4,250
+2,050
+93% +$693K 0.07% 235
2025
Q3 		$839K Sell
2,200
-61
-3% -$19K 0.11% 180
2025
Q2 		$879K Buy
2,261
+48
+2% +$19.3K 0.12% 180
2025
Q1 		$963K Buy
2,213
+758
+52% +$304K 0.21% 98
2024
Q4 		$537K Sell
1,455
-131
-8% -$54.8K 0.16% 109
2024
Q3 		$825K Buy
1,586
+71
+5% +$37.9K 0.27% 77
2024
Q2 		$782K Hold
1,515
– – 0.34% 70
2024
Q1 		$782K Buy
1,515
+228
+18% +$113K 0.34% 70
2023
Q4 		$607K Buy
+1,287
New +$595K 0.29% 80

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Brooklyn Investment Group's ELV Position: Q1 2026 in Review

Brooklyn Investment Group increased its Elevance Health (ELV) stake by 58% in Q1 2026, buying an estimated $815K and bringing the position to 6,731 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #282.

Brooklyn Investment Group first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. 1,470 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Brooklyn Investment Group held 6,731 shares of Elevance Health worth $1.97M as of Q1 2026.
  • Brooklyn Investment Group bought 2,481 Elevance Health shares in Q1 2026, an estimated $815K.
  • Elevance Health made up 0.06% of Brooklyn Investment Group's portfolio in Q1 2026, its #282 holding.
  • Brooklyn Investment Group first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.