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Covestor’s Elevance Health ELV Stock Holding History

Covestor’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 		$100K Sell
342
-365
-52% -$120K 0.07% 290
2025
Q4 		$248K Sell
707
-179
-20% -$60.5K 0.13% 150
2025
Q3 		$286K Buy
886
+398
+82% +$124K 0.16% 94
2025
Q2 		$190K Sell
488
-161
-25% -$64.8K 0.11% 206
2025
Q1 		$282K Buy
649
+149
+30% +$59.8K 0.19% 62
2024
Q4 		$185K Sell
500
-1
-0.2% -$418 0.12% 205
2024
Q3 		$261K Buy
501
+22
+5% +$11.8K 0.16% 88
2024
Q2 		$260K Sell
479
-14
-3% -$7.4K 0.17% 92
2024
Q1 		$256K Buy
493
+61
+14% +$30.3K 0.16% 80
2023
Q4 		$204K Sell
432
-19
-4% -$8.79K 0.14% 135
2023
Q3 		$197K Buy
451
+44
+11% +$20K 0.15% 112
2023
Q2 		$181K Sell
407
-20
-5% -$9.23K 0.14% 152
2023
Q1 		$196K Buy
427
+90
+27% +$42.8K 0.17% 111
2022
Q4 		$173K Sell
337
-53
-14% -$26.9K 0.14% 163
2022
Q3 		$177K Buy
390
+121
+45% +$57.9K 0.16% 101
2022
Q2 		$129K Sell
269
-38
-12% -$18.8K 0.1% 267
2022
Q1 		$151K Buy
307
+129
+72% +$59K 0.1% 268
2021
Q4 		$83K Buy
+178
New +$74.9K 0.12% 249

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

Covestor's ELV Position: Q1 2026 in Review

Covestor reduced its Elevance Health (ELV) stake by 52% in Q1 2026, selling an estimated $120K and leaving 342 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #290.

Covestor first reported a position in ELV in Q4 2021 and has held it in 18 quarters since. The position peaked at $286K in Q3 2025. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Covestor held 342 shares of Elevance Health worth $100K as of Q1 2026.
  • Covestor sold 365 Elevance Health shares in Q1 2026, an estimated $120K.
  • Elevance Health made up 0.07% of Covestor's portfolio in Q1 2026, its #290 holding.
  • Covestor first reported a position in Elevance Health in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Elevance Health position peaked at $286K in Q3 2025.
  • 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.