FCP
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Fidelis Capital Partners’s Elevance Health ELV Stock Holding History

Fidelis Capital Partners’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 		$450K Sell
1,538
-40
-3% -$13.1K 0.03% 338
2025
Q4 		$553K Buy
1,578
+15
+1% +$5.07K 0.04% 292
2025
Q3 		$505K Buy
1,563
+22
+1% +$6.84K 0.04% 303
2025
Q2 		$426K Sell
1,541
-150
-9% -$60.3K 0.04% 297
2025
Q1 		$713K Buy
1,691
+65
+4% +$26.1K 0.08% 197
2024
Q4 		$659K Sell
1,626
-2,425
-60% -$1.01M 0.07% 216
2024
Q3 		$1.68M Buy
4,051
+499
+14% +$267K 0.2% 88
2024
Q2 		$1.85M Buy
3,552
+1,168
+49% +$617K 0.26% 72
2024
Q1 		$1.24M Buy
2,384
+840
+54% +$418K 0.19% 96
2023
Q4 		$728K Buy
1,544
+232
+18% +$107K 0.16% 127
2023
Q3 		$573K Sell
1,312
-66
-5% -$29.9K 0.2% 117
2023
Q2 		$612K Buy
1,378
+111
+9% +$51.2K 0.22% 109
2023
Q1 		$588K Buy
+1,267
New +$603K 0.25% 99

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

Fidelis Capital Partners's ELV Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Elevance Health (ELV) stake by 2.5% in Q1 2026, selling an estimated $13.1K and leaving 1,538 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #338.

Fidelis Capital Partners first reported a position in ELV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.85M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Fidelis Capital Partners held 1,538 shares of Elevance Health worth $450K as of Q1 2026.
  • Fidelis Capital Partners sold 40 Elevance Health shares in Q1 2026, an estimated $13.1K.
  • Elevance Health made up 0.03% of Fidelis Capital Partners's portfolio in Q1 2026, its #338 holding.
  • Fidelis Capital Partners first reported a position in Elevance Health in Q1 2023 and has held it in 13 quarters since.
  • Fidelis Capital Partners's Elevance Health position peaked at $1.85M in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.