First Bancorp’s Elevance Health ELV Stock Holding History

First Bancorp’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	-618	Closed	-$217K	–	133
2025 Q4	$217K	Buy	+618	New	+$209K	0.12%	122
2025 Q3	–	Sell	-618	Closed	-$240K	–	132
2025 Q2	$240K	Hold	618	–	–	0.14%	117
2025 Q1	$269K	Hold	618	–	–	0.17%	105
2024 Q4	$228K	Buy	618 +25	+4%	+$10.5K	0.16%	112
2024 Q3	$308K	Hold	593	–	–	0.21%	97
2024 Q2	$321K	Hold	593	–	–	0.24%	91
2024 Q1	$307K	Hold	593	–	–	0.23%	91
2023 Q4	$280K	Hold	593	–	–	0.22%	95
2023 Q3	$258K	Hold	593	–	–	0.23%	91
2023 Q2	$263K	Hold	593	–	–	0.22%	92
2023 Q1	$273K	Hold	593	–	–	0.23%	89
2022 Q4	$304K	Hold	593	–	–	0.26%	77
2022 Q3	$270K	Hold	593	–	–	0.24%	84
2022 Q2	$286K	Hold	593	–	–	0.27%	83
2022 Q1	$292K	Hold	593	–	–	0.27%	78
2021 Q4	$275K	Buy	+593	New	+$249K	0.24%	84

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

First Bancorp's ELV Position: Q1 2026 in Review

First Bancorp sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 618 shares — an estimated $217K sold.

First Bancorp first reported a position in ELV in Q4 2021 and held it in 16 quarters. The position peaked at $321K in Q2 2024. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

First Bancorp reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
First Bancorp sold 618 Elevance Health shares in Q1 2026, an estimated $217K.
First Bancorp first reported a position in Elevance Health in Q4 2021 and held it in 16 quarters.
First Bancorp's Elevance Health position peaked at $321K in Q2 2024.
1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on First Bancorp's 13F filing for Q1 2026, filed 20 Apr 2026.