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Disciplined Investors’s Elevance Health ELV Stock Holding History

Disciplined Investors’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
-726
Closed -$255K – 142
2025
Q4 		$255K Sell
726
-178
-20% -$60.2K 0.17% 108
2025
Q3 		$292K Hold
904
– – 0.21% 94
2025
Q2 		$352K Sell
904
-1
-0.1% -$402 0.27% 77
2025
Q1 		$394K Sell
905
-101
-10% -$40.5K 0.36% 65
2024
Q4 		$399K Buy
+1,006
New +$421K 0.38% 61

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

Disciplined Investors's ELV Position: Q1 2026 in Review

Disciplined Investors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 726 shares — an estimated $255K sold.

Disciplined Investors first reported a position in ELV in Q4 2024 and held it in 5 quarters. The position peaked at $399K in Q4 2024. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Disciplined Investors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Disciplined Investors sold 726 Elevance Health shares in Q1 2026, an estimated $255K.
  • Disciplined Investors first reported a position in Elevance Health in Q4 2024 and held it in 5 quarters.
  • Disciplined Investors's Elevance Health position peaked at $399K in Q4 2024.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.