Edgestream Partners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $460K | Buy |
1,572
+535
| +52% | +$176K | 0.02% | 747 |
|
|
2025
Q4 | $364K | Buy |
1,037
+51
| +5% | +$17.2K | 0.01% | 859 |
|
|
2025
Q3 | $319K | Sell |
986
-2,168
| -69% | -$674K | 0.01% | 793 |
|
|
2025
Q2 | $1.23M | Buy |
+3,154
| New | +$1.27M | 0.03% | 611 |
|
|
2025
Q1 | – | Sell |
-24,194
| Closed | -$8.93M | – | 892 |
|
|
2024
Q4 | $8.93M | Buy |
24,194
+23,171
| +2,265% | +$9.7M | 0.38% | 22 |
|
|
2024
Q3 | $532K | Buy |
+1,023
| New | +$547K | 0.02% | 689 |
|
|
2024
Q2 | – | Sell |
-1,346
| Closed | -$698K | – | 897 |
|
|
2024
Q1 | $698K | Buy |
+1,346
| New | +$669K | 0.03% | 582 |
|
|
2023
Q4 | – | Sell |
-2,007
| Closed | -$874K | – | 890 |
|
|
2023
Q3 | $874K | Buy |
+2,007
| New | +$910K | 0.07% | 441 |
|
|
2023
Q1 | – | Sell |
-1,851
| Closed | -$950K | – | 577 |
|
|
2022
Q4 | $950K | Buy |
1,851
+276
| +18% | +$140K | 0.11% | 269 |
|
|
2022
Q3 | $715K | Buy |
1,575
+719
| +84% | +$344K | 0.06% | 312 |
|
|
2022
Q2 | $413K | Buy |
856
+361
| +73% | +$179K | 0.03% | 425 |
|
|
2022
Q1 | $243K | Sell |
495
-2,288
| -82% | -$1.05M | 0.02% | 497 |
|
|
2021
Q4 | $1.29M | Buy |
2,783
+698
| +33% | +$294K | 0.08% | 279 |
|
|
2021
Q3 | $777K | Buy |
+2,085
| New | +$792K | 0.05% | 352 |
|
|
2021
Q2 | – | Sell |
-2,088
| Closed | -$749K | – | 469 |
|
|
2021
Q1 | $749K | Buy |
+2,088
| New | +$671K | 0.04% | 309 |
|
|
2020
Q3 | – | Sell |
-14,098
| Closed | -$3.71M | – | 308 |
|
|
2020
Q2 | $3.71M | Buy |
+14,098
| New | +$3.76M | 0.19% | 147 |
|
|
2019
Q4 | – | Sell |
-24,151
| Closed | -$5.8M | – | 325 |
|
|
2019
Q3 | $5.8M | Buy |
+24,151
| New | +$6.62M | 0.55% | 64 |
|
|
2019
Q2 | – | Sell |
-18,159
| Closed | -$5.21M | – | 243 |
|
|
2019
Q1 | $5.21M | Buy |
18,159
+381
| +2% | +$110K | 0.76% | 41 |
|
|
2018
Q4 | $4.67M | Buy |
17,778
+2,500
| +16% | +$687K | 0.82% | 41 |
|
|
2018
Q3 | $4.19M | Buy |
15,278
+3,242
| +27% | +$842K | 0.71% | 48 |
|
|
2018
Q2 | $2.87M | Buy |
12,036
+1,435
| +14% | +$332K | 0.58% | 53 |
|
|
2018
Q1 | $2.33M | Buy |
10,601
+7,714
| +267% | +$1.81M | 0.46% | 76 |
|
|
2017
Q4 | $650K | Sell |
2,887
-499
| -15% | -$106K | 0.78% | 30 |
|
|
2017
Q3 | $643K | Buy |
+3,386
| New | +$644K | 0.34% | 61 |
|
Other funds holding ELV
VCM
VPM
Edgestream Partners's ELV Position: Q1 2026 in Review
Edgestream Partners increased its Elevance Health (ELV) stake by 52% in Q1 2026, buying an estimated $176K and bringing the position to 1,572 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #747.
Edgestream Partners first reported a position in ELV in Q3 2017 and has held it in 24 quarters since. The position peaked at $8.93M in Q4 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Edgestream Partners held 1,572 shares of Elevance Health worth $460K as of Q1 2026.
- Edgestream Partners bought 535 Elevance Health shares in Q1 2026, an estimated $176K.
- Elevance Health made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #747 holding.
- Edgestream Partners first reported a position in Elevance Health in Q3 2017 and has held it in 24 quarters since.
- Edgestream Partners's Elevance Health position peaked at $8.93M in Q4 2024.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.