EMPI
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Elo Mutual Pension Insurance’s Elevance Health ELV Stock Holding History

Elo Mutual Pension Insurance’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 		$10.4M Buy
35,575
+874
+3% +$287K 0.17% 102
2025
Q4 		$12.2M Sell
34,701
-882
-2% -$298K 0.19% 99
2025
Q3 		$11.5M Buy
35,583
+6,387
+22% +$1.99M 0.19% 95
2025
Q2 		$11.4M Sell
29,196
-1,576
-5% -$634K 0.23% 85
2025
Q1 		$13.4M Buy
30,772
+9,611
+45% +$3.86M 0.3% 63
2024
Q4 		$7.81M Sell
21,161
-929
-4% -$389K 0.17% 104
2024
Q3 		$11.5M Buy
22,090
+1,165
+6% +$622K 0.25% 74
2024
Q2 		$11.3M Sell
20,925
-544
-3% -$288K 0.27% 71
2024
Q1 		$11.1M Buy
21,469
+895
+4% +$445K 0.26% 76
2023
Q4 		$9.7M Buy
20,574
+733
+4% +$339K 0.26% 76
2023
Q3 		$8.64M Buy
19,841
+316
+2% +$143K 0.27% 72
2023
Q2 		$8.68M Buy
19,525
+455
+2% +$210K 0.26% 76
2023
Q1 		$8.77M Buy
19,070
+491
+3% +$234K 0.28% 71
2022
Q4 		$9.53M Buy
18,579
+473
+3% +$240K 0.33% 64
2022
Q3 		$8.22M Sell
18,106
-914
-5% -$437K 0.31% 58
2022
Q2 		$9.18M Sell
19,020
-69
-0.4% -$34.1K 0.31% 65
2022
Q1 		$9.38M Buy
19,089
+830
+5% +$379K 0.27% 70
2021
Q4 		$8.46M Buy
18,259
+1,137
+7% +$478K 0.23% 80
2021
Q3 		$6.38M Hold
17,122
– – 0.21% 86
2021
Q2 		$6.54M Sell
17,122
-820
-5% -$313K 0.22% 84
2021
Q1 		$6.44M Buy
17,942
+60
+0.3% +$19.3K 0.21% 82
2020
Q4 		$5.74M Buy
+17,882
New +$5.49M 0.19% 92

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

Elo Mutual Pension Insurance's ELV Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its Elevance Health (ELV) stake by 2.5% in Q1 2026, buying an estimated $287K and bringing the position to 35,575 shares worth $10.4M. The position accounts for 0.17% of the portfolio, ranked #102.

Elo Mutual Pension Insurance first reported a position in ELV in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.4M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Elo Mutual Pension Insurance held 35,575 shares of Elevance Health worth $10.4M as of Q1 2026.
  • Elo Mutual Pension Insurance bought 874 Elevance Health shares in Q1 2026, an estimated $287K.
  • Elevance Health made up 0.17% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #102 holding.
  • Elo Mutual Pension Insurance first reported a position in Elevance Health in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's Elevance Health position peaked at $13.4M in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.