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ELV icon

Castleview Partners’s Elevance Health ELV Stock Holding History

Castleview Partners’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 		$1.48M Sell
5,056
-350
-6% -$115K 0.76% 28
2025
Q4 		$1.9M Sell
5,406
-1,237
-19% -$418K 0.94% 23
2025
Q3 		$2.15M Buy
6,643
+3,085
+87% +$959K 1.17% 21
2025
Q2 		$1.38M Buy
3,558
+390
+12% +$157K 0.89% 25
2025
Q1 		$1.38M Buy
3,168
+842
+36% +$338K 0.93% 23
2024
Q4 		$851K Buy
+2,326
New +$973K 0.46% 51
2024
Q3 		– Sell
-2
Closed -$1.08K – 647
2024
Q2 		$1.08K Hold
2
– – ﹤0.01% 803
2024
Q1 		$1.04K Buy
+2
New +$995 ﹤0.01% 794
2023
Q2 		– Sell
-35
Closed -$16.1K – 696
2023
Q1 		$16.1K Buy
+35
New +$16.7K 0.01% 367
2022
Q4 		– Sell
-70
Closed -$32K – 671
2022
Q3 		$32K Buy
+70
New +$33.5K 0.03% 294
2022
Q2 		– Sell
-70
Closed -$34K – 773
2022
Q1 		$34K Sell
70
-16,617
-100% -$7.6M 0.02% 387
2021
Q4 		$36 Buy
+16,687
New +$7.02M ﹤0.01% 909
2021
Q2 		$30K Buy
+78
New +$29.8K 0.01% 494

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

Castleview Partners's ELV Position: Q1 2026 in Review

Castleview Partners reduced its Elevance Health (ELV) stake by 6.5% in Q1 2026, selling an estimated $115K and leaving 5,056 shares worth $1.48M. The position accounts for 0.76% of the portfolio, ranked #28.

Castleview Partners first reported a position in ELV in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.15M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Castleview Partners held 5,056 shares of Elevance Health worth $1.48M as of Q1 2026.
  • Castleview Partners sold 350 Elevance Health shares in Q1 2026, an estimated $115K.
  • Elevance Health made up 0.76% of Castleview Partners's portfolio in Q1 2026, its #28 holding.
  • Castleview Partners first reported a position in Elevance Health in Q2 2021 and has held it in 13 quarters since.
  • Castleview Partners's Elevance Health position peaked at $2.15M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.