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Claris Financial’s Elevance Health ELV Stock Holding History

Claris Financial’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 		$300K Buy
1,023
+3
+0.3% +$986 0.16% 129
2025
Q4 		$358K Sell
1,020
-1
-0.1% -$338 0.19% 114
2025
Q3 		$330K Buy
+1,021
New +$318K 0.19% 111
2025
Q2 		– Sell
-1,043
Closed -$385K – 140
2025
Q1 		$385K Hold
1,043
– – 0.25% 92
2024
Q4 		$385K Buy
+1,043
New +$436K 0.25% 92

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

Claris Financial's ELV Position: Q1 2026 in Review

Claris Financial increased its Elevance Health (ELV) stake by 0.29% in Q1 2026, buying an estimated $986 and bringing the position to 1,023 shares worth $300K. The position accounts for 0.16% of the portfolio, ranked #129.

Claris Financial first reported a position in ELV in Q4 2024 and has held it in 5 quarters since. The position peaked at $385K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Claris Financial held 1,023 shares of Elevance Health worth $300K as of Q1 2026.
  • Claris Financial bought 3 Elevance Health shares in Q1 2026, an estimated $986.
  • Elevance Health made up 0.16% of Claris Financial's portfolio in Q1 2026, its #129 holding.
  • Claris Financial first reported a position in Elevance Health in Q4 2024 and has held it in 5 quarters since.
  • Claris Financial's Elevance Health position peaked at $385K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.