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Compound Global Advisors’s Elevance Health ELV Stock Holding History

Compound Global 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 		– Sell
-164
Closed -$57.5K – 32
2025
Q4 		$57.5K Hold
164
– – 3.19% 13
2025
Q3 		$53K Hold
164
– – 2.88% 14
2025
Q2 		$63.8K Sell
164
-820
-83% -$330K 5.82% 10
2025
Q1 		$391K Sell
984
-2,100
-68% -$843K 2.31% 17
2024
Q4 		$1.14M Buy
+3,084
New +$1.29M 4.63% 6

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

Compound Global Advisors's ELV Position: Q1 2026 in Review

Compound Global Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 164 shares — an estimated $57.5K sold.

Compound Global Advisors first reported a position in ELV in Q4 2024 and held it in 5 quarters. The position peaked at $1.14M in Q4 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Compound Global Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Compound Global Advisors sold 164 Elevance Health shares in Q1 2026, an estimated $57.5K.
  • Compound Global Advisors first reported a position in Elevance Health in Q4 2024 and held it in 5 quarters.
  • Compound Global Advisors's Elevance Health position peaked at $1.14M in Q4 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Compound Global Advisors's 13F filing for Q1 2026, filed 7 May 2026.