Corient Private Wealth
ELV icon

Corient Private Wealth’s Elevance Health ELV Stock Holding History

Corient Private Wealth’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 		$20.5M Sell
70,218
-84,398
-55% -$27.7M 0.03% 398
2025
Q4 		$46.8M Buy
154,616
+94,670
+158% +$32M 0.03% 376
2025
Q3 		$19.4M Sell
59,946
-12,208
-17% -$3.8M 0.03% 394
2025
Q2 		$28.1M Sell
72,154
-3,280
-4% -$1.32M 0.04% 331
2025
Q1 		$32.8M Buy
75,434
+3,932
+5% +$1.58M 0.05% 298
2024
Q4 		$26.4M Sell
71,502
-9,935
-12% -$4.16M 0.04% 339
2024
Q3 		$42.3M Sell
81,437
-1,812
-2% -$968K 0.07% 268
2024
Q2 		$45.1M Buy
83,249
+3,605
+5% +$1.91M 0.08% 239
2024
Q1 		$41.3M Sell
79,644
-280
-0.4% -$139K 0.07% 257
2023
Q4 		$37.7M Sell
79,924
-111
-0.1% -$51.3K 0.07% 268
2023
Q3 		$34.9M Buy
80,035
+173
+0.2% +$78.5K 0.08% 256
2023
Q2 		$35.5M Sell
79,862
-4,520
-5% -$2.09M 0.08% 244
2023
Q1 		$38.8M Buy
84,382
+3,458
+4% +$1.65M 0.1% 192
2022
Q4 		$41.5M Buy
+80,924
New +$41.1M 0.15% 156

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

Corient Private Wealth's ELV Position: Q1 2026 in Review

Corient Private Wealth reduced its Elevance Health (ELV) stake by 55% in Q1 2026, selling an estimated $27.7M and leaving 70,218 shares worth $20.5M. The position accounts for 0.03% of the portfolio, ranked #398.

Corient Private Wealth first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $46.8M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Corient Private Wealth held 70,218 shares of Elevance Health worth $20.5M as of Q1 2026.
  • Corient Private Wealth sold 84,398 Elevance Health shares in Q1 2026, an estimated $27.7M.
  • Elevance Health made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #398 holding.
  • Corient Private Wealth first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Elevance Health position peaked at $46.8M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.