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Claro Advisors’s Elevance Health ELV Stock Holding History

Claro 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 		$266K Sell
908
-131
-13% -$43.1K 0.03% 407
2025
Q4 		$364K Sell
1,039
-45
-4% -$15.2K 0.05% 284
2025
Q3 		$350K Buy
1,084
+256
+31% +$79.6K 0.05% 290
2025
Q2 		$322K Sell
828
-632
-43% -$254K 0.05% 277
2025
Q1 		$635K Buy
1,460
+485
+50% +$195K 0.09% 217
2024
Q4 		$360K Sell
975
-31
-3% -$13K 0.05% 313
2024
Q3 		$523K Buy
1,006
+296
+42% +$158K 0.07% 262
2024
Q2 		$385K Buy
710
+126
+22% +$66.6K 0.06% 275
2024
Q1 		$303K Buy
584
+112
+24% +$55.7K 0.05% 320
2023
Q4 		$223K Buy
+472
New +$218K 0.05% 356
2023
Q3 		– Sell
-595
Closed -$264K – 378
2023
Q2 		$264K Buy
595
+120
+25% +$55.4K 0.07% 280
2023
Q1 		$218K Buy
+475
New +$226K 0.06% 305
2019
Q1 		– Sell
-133
Closed -$36K – 380
2018
Q4 		$36K Buy
+133
New +$36.6K 0.03% 406

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

Claro Advisors's ELV Position: Q1 2026 in Review

Claro Advisors reduced its Elevance Health (ELV) stake by 13% in Q1 2026, selling an estimated $43.1K and leaving 908 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #407.

Claro Advisors first reported a position in ELV in Q4 2018 and has held it in 13 quarters since. The position peaked at $635K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Claro Advisors held 908 shares of Elevance Health worth $266K as of Q1 2026.
  • Claro Advisors sold 131 Elevance Health shares in Q1 2026, an estimated $43.1K.
  • Elevance Health made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #407 holding.
  • Claro Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 13 quarters since.
  • Claro Advisors's Elevance Health position peaked at $635K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.