FFO
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Fiduciary Family Office’s Elevance Health ELV Stock Holding History

Fiduciary Family Office’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 		– Sell
-630
Closed -$221K – 187
2025
Q4 		$221K Buy
+630
New +$213K 0.06% 173
2025
Q3 		– Sell
-1,647
Closed -$641K – 189
2025
Q2 		$641K Buy
1,647
+221
+15% +$88.9K 0.21% 98
2025
Q1 		$620K Buy
+1,426
New +$572K 0.21% 103
2024
Q4 		– Sell
-934
Closed -$486K – 135
2024
Q3 		$486K Buy
+934
New +$499K 0.16% 131

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

Fiduciary Family Office's ELV Position: Q1 2026 in Review

Fiduciary Family Office sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 630 shares — an estimated $221K sold.

Fiduciary Family Office first reported a position in ELV in Q3 2024 and held it in 4 quarters. The position peaked at $641K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Fiduciary Family Office reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Family Office sold 630 Elevance Health shares in Q1 2026, an estimated $221K.
  • Fiduciary Family Office first reported a position in Elevance Health in Q3 2024 and held it in 4 quarters.
  • Fiduciary Family Office's Elevance Health position peaked at $641K in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.