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Delta Investment Management’s Elevance Health ELV Stock Holding History

Delta Investment Management’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 		$411K Sell
1,405
-27,287
-95% -$8.97M 0.07% 166
2025
Q4 		$10.1M Buy
28,692
+5,080
+22% +$1.72M 1.75% 13
2025
Q3 		$7.63M Buy
+23,612
New +$7.34M 1.37% 21
2025
Q2 		– Sell
-8,777
Closed -$3.82M – 245
2025
Q1 		$3.82M Sell
8,777
-210
-2% -$84.3K 0.77% 28
2024
Q4 		$3.32M Buy
+8,987
New +$3.76M 0.65% 28

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

Delta Investment Management's ELV Position: Q1 2026 in Review

Delta Investment Management reduced its Elevance Health (ELV) stake by 95% in Q1 2026, selling an estimated $8.97M and leaving 1,405 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #166.

Delta Investment Management first reported a position in ELV in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.1M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Delta Investment Management held 1,405 shares of Elevance Health worth $411K as of Q1 2026.
  • Delta Investment Management sold 27,287 Elevance Health shares in Q1 2026, an estimated $8.97M.
  • Elevance Health made up 0.07% of Delta Investment Management's portfolio in Q1 2026, its #166 holding.
  • Delta Investment Management first reported a position in Elevance Health in Q4 2024 and has held it in 5 quarters since.
  • Delta Investment Management's Elevance Health position peaked at $10.1M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.