CTA
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Chesley Taft & Associates’s Elevance Health ELV Stock Holding History

Chesley Taft & Associates’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
-3,906
Closed -$1.37M – 378
2025
Q4 		$1.37M Buy
3,906
+102
+3% +$34.5K 0.05% 188
2025
Q3 		$1.23M Hold
3,804
– – 0.05% 187
2025
Q2 		$1.48M Buy
3,804
+115
+3% +$46.3K 0.07% 172
2025
Q1 		$1.6M Sell
3,689
-60
-2% -$24.1K 0.08% 161
2024
Q4 		$1.38M Hold
3,749
– – 0.06% 172
2024
Q3 		$1.95M Hold
3,749
– – 0.09% 145
2024
Q2 		$2.03M Sell
3,749
-17
-0.5% -$8.99K 0.1% 132
2024
Q1 		$1.95M Hold
3,766
– – 0.1% 139
2023
Q4 		$1.78M Hold
3,766
– – 0.1% 138
2023
Q3 		$1.64M Sell
3,766
-5
-0.1% -$2.27K 0.11% 134
2023
Q2 		$1.68M Sell
3,771
-70
-2% -$32.3K 0.1% 141
2023
Q1 		$1.77M Sell
3,841
-160
-4% -$76.1K 0.12% 139
2022
Q4 		$2.05M Sell
4,001
-79
-2% -$40.1K 0.14% 132
2022
Q3 		$1.85M Sell
4,080
-35
-0.9% -$16.7K 0.14% 128
2022
Q2 		$1.99M Sell
4,115
-351
-8% -$174K 0.14% 126
2022
Q1 		$2.28M Sell
4,466
-253
-5% -$116K 0.13% 126
2021
Q4 		$2.19M Sell
4,719
-15
-0.3% -$6.31K 0.11% 133
2021
Q3 		$1.76M Hold
4,734
– – 0.1% 142
2021
Q2 		$1.81M Sell
4,734
-20
-0.4% -$7.64K 0.1% 142
2021
Q1 		$1.69M Buy
4,754
+798
+20% +$257K 0.1% 143
2020
Q4 		$1.27M Hold
3,956
– – 0.08% 152
2020
Q3 		$1.06M Buy
3,956
+10
+0.3% +$2.69K 0.08% 159
2020
Q2 		$1.04M Buy
3,946
+131
+3% +$34.9K 0.08% 157
2020
Q1 		$866K Sell
3,815
-15
-0.4% -$4.09K 0.08% 153
2019
Q4 		$1.16M Buy
3,830
+130
+4% +$35.8K 0.08% 157
2019
Q3 		$888K Sell
3,700
-635
-15% -$174K 0.07% 164
2019
Q2 		$1.22M Buy
+4,335
New +$1.18M 0.1% 140

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

Chesley Taft & Associates's ELV Position: Q1 2026 in Review

Chesley Taft & Associates sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 3,906 shares — an estimated $1.37M sold.

Chesley Taft & Associates first reported a position in ELV in Q2 2019 and held it in 27 quarters. The position peaked at $2.28M in Q1 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Chesley Taft & Associates reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Chesley Taft & Associates sold 3,906 Elevance Health shares in Q1 2026, an estimated $1.37M.
  • Chesley Taft & Associates first reported a position in Elevance Health in Q2 2019 and held it in 27 quarters.
  • Chesley Taft & Associates's Elevance Health position peaked at $2.28M in Q1 2022.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Chesley Taft & Associates's 13F filing for Q1 2026, filed 13 Apr 2026.