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Evelyn Partners Asset Management’s Elevance Health ELV Stock Holding History

Evelyn Partners 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 		$3.51K Hold
12
– – ﹤0.01% 290
2025
Q4 		$4.21K Hold
12
– – ﹤0.01% 266
2025
Q3 		$3.88K Buy
12
+8
+200% +$2.49K ﹤0.01% 267
2025
Q2 		$1.56K Hold
4
– – ﹤0.01% 232
2025
Q1 		$1.74K Hold
4
– – ﹤0.01% 240
2024
Q4 		$1.48K Buy
+4
New +$1.67K ﹤0.01% 242

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Evelyn Partners Asset Management's ELV Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Elevance Health (ELV) position steady in Q1 2026 at 12 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Evelyn Partners Asset Management first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.21K in Q4 2025. 1,469 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Evelyn Partners Asset Management held 12 shares of Elevance Health worth $3.51K as of Q1 2026.
  • Evelyn Partners Asset Management left its Elevance Health share count unchanged in Q1 2026.
  • Elevance Health made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #290 holding.
  • Evelyn Partners Asset Management first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Elevance Health position peaked at $4.21K in Q4 2025.
  • 1,469 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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