Evergreen Advisors’s Elevance Health ELV Stock Holding History

Evergreen Advisors’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	$6.73K	Buy	+23	New	+$7.56K	﹤0.01%	128

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

Evergreen Advisors's ELV Position: Q1 2026 in Review

Evergreen Advisors opened a new position in Elevance Health (ELV) in Q1 2026: 23 shares worth $6.73K. The stake represents ﹤0.01% of the portfolio and ranks #128 among its holdings.

1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Evergreen Advisors held 23 shares of Elevance Health worth $6.73K as of Q1 2026.
Elevance Health was a new Evergreen Advisors position in Q1 2026.
Elevance Health made up ﹤0.01% of Evergreen Advisors's portfolio in Q1 2026, its #128 holding.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.