East Coast Asset Management’s Elevance Health ELV Stock Holding History

East Coast Asset 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	$214K	Hold	730	–	–	0.07%	67
2025 Q4	$256K	Hold	730	–	–	0.08%	61
2025 Q3	$236K	Hold	730	–	–	0.07%	63
2025 Q2	$284K	Sell	730 -9	-1%	-$3.62K	0.09%	61
2025 Q1	$321K	Buy	739 +9	+1%	+$3.61K	0.11%	57
2024 Q4	$269K	Hold	730	–	–	0.09%	62
2024 Q3	$380K	Hold	730	–	–	0.13%	55
2024 Q2	$396K	Hold	730	–	–	0.14%	48
2024 Q1	$379K	Hold	730	–	–	0.14%	52
2023 Q4	$344K	Hold	730	–	–	0.14%	52
2023 Q3	$318K	Hold	730	–	–	0.14%	51
2023 Q2	$324K	Sell	730 -55	-7%	-$25.4K	0.15%	53
2023 Q1	$361K	Hold	785	–	–	0.16%	51
2022 Q4	$403K	Hold	785	–	–	0.2%	47
2022 Q3	$357K	Hold	785	–	–	0.2%	46
2022 Q2	$379K	Hold	785	–	–	0.18%	45
2022 Q1	$386K	Hold	785	–	–	0.09%	50
2021 Q4	$364K	Hold	785	–	–	0.08%	55
2021 Q3	$293K	Hold	785	–	–	0.07%	57
2021 Q2	$300K	Hold	785	–	–	0.07%	55
2021 Q1	$282K	Hold	785	–	–	0.08%	55
2020 Q4	$252K	Hold	785	–	–	0.08%	54
2020 Q3	$211K	Hold	785	–	–	0.07%	57
2020 Q2	$206K	Buy	+785	New	+$209K	0.06%	62
2020 Q1	–	Sell	-785	Closed	-$237K	–	60
2019 Q4	$237K	Buy	+785	New	+$216K	0.07%	62
2019 Q3	–	Sell	-785	Closed	-$222K	–	65
2019 Q2	$222K	Hold	785	–	–	0.06%	68
2019 Q1	$225K	Hold	785	–	–	0.06%	68
2018 Q4	$206K	Hold	785	–	–	0.06%	66
2018 Q3	$215K	Buy	+785	New	+$204K	0.06%	71
2013 Q3	–	Sell	-785	Closed	-$64K	–	179
2013 Q2	$64K	Buy	+785	New	+$58.7K	0.03%	205

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

East Coast Asset Management's ELV Position: Q1 2026 in Review

East Coast Asset Management held its Elevance Health (ELV) position steady in Q1 2026 at 730 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #67.

East Coast Asset Management first reported a position in ELV in Q2 2013 and has held it in 30 quarters since. The position peaked at $403K in Q4 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

East Coast Asset Management held 730 shares of Elevance Health worth $214K as of Q1 2026.
East Coast Asset Management left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.07% of East Coast Asset Management's portfolio in Q1 2026, its #67 holding.
East Coast Asset Management first reported a position in Elevance Health in Q2 2013 and has held it in 30 quarters since.
East Coast Asset Management's Elevance Health position peaked at $403K in Q4 2022.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on East Coast Asset Management's 13F filing for Q1 2026, filed 15 May 2026.