Cardiff Park Advisors’s Elevance Health ELV Stock Holding History

Cardiff Park 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	$327K	Hold	1,118	–	–	0.03%	221
2025 Q4	$392K	Hold	1,118	–	–	0.03%	193
2025 Q3	$361K	Hold	1,118	–	–	0.03%	217
2025 Q2	$435K	Hold	1,118	–	–	0.04%	186
2025 Q1	$486K	Hold	1,118	–	–	0.05%	164
2024 Q4	$412K	Hold	1,118	–	–	0.04%	177
2024 Q3	$581K	Sell	1,118 -10	-0.9%	-$5.34K	0.05%	146
2024 Q2	$611K	Hold	1,128	–	–	0.06%	136
2024 Q1	$585K	Hold	1,128	–	–	0.06%	150
2023 Q4	$532K	Hold	1,128	–	–	0.06%	148
2023 Q3	$491K	Hold	1,128	–	–	0.06%	145
2023 Q2	$501K	Hold	1,128	–	–	0.06%	144
2023 Q1	$519K	Hold	1,128	–	–	0.07%	135
2022 Q4	$579K	Hold	1,128	–	–	0.08%	129
2022 Q3	$512K	Sell	1,128 -32	-3%	-$15.3K	0.08%	139
2022 Q2	$560K	Sell	1,160 -8	-0.7%	-$3.96K	0.08%	130
2022 Q1	$574K	Buy	1,168 +40	+4%	+$18.3K	0.08%	128
2021 Q4	$523K	Buy	+1,128	New	+$475K	0.07%	134

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cardiff Park Advisors's ELV Position: Q1 2026 in Review

Cardiff Park Advisors held its Elevance Health (ELV) position steady in Q1 2026 at 1,118 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #221.

Cardiff Park Advisors first reported a position in ELV in Q4 2021 and has held it in 18 quarters since. The position peaked at $611K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Cardiff Park Advisors held 1,118 shares of Elevance Health worth $327K as of Q1 2026.
Cardiff Park Advisors left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.03% of Cardiff Park Advisors's portfolio in Q1 2026, its #221 holding.
Cardiff Park Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Elevance Health position peaked at $611K in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.