FPL
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Fortress Private Ledger’s Elevance Health ELV Stock Holding History

Fortress Private Ledger’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 		$485K Buy
1,656
+109
+7% +$35.8K 0.15% 131
2025
Q4 		$542K Sell
1,547
-297
-16% -$100K 0.18% 110
2025
Q3 		$596K Buy
1,844
+381
+26% +$118K 0.22% 88
2025
Q2 		$569K Buy
1,463
+530
+57% +$213K 0.26% 81
2025
Q1 		$406K Buy
+933
New +$375K 0.23% 91

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

Fortress Private Ledger's ELV Position: Q1 2026 in Review

Fortress Private Ledger increased its Elevance Health (ELV) stake by 7% in Q1 2026, buying an estimated $35.8K and bringing the position to 1,656 shares worth $485K. The position accounts for 0.15% of the portfolio, ranked #131.

Fortress Private Ledger first reported a position in ELV in Q1 2025 and has held it in 5 quarters since. The position peaked at $596K in Q3 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Fortress Private Ledger held 1,656 shares of Elevance Health worth $485K as of Q1 2026.
  • Fortress Private Ledger bought 109 Elevance Health shares in Q1 2026, an estimated $35.8K.
  • Elevance Health made up 0.15% of Fortress Private Ledger's portfolio in Q1 2026, its #131 holding.
  • Fortress Private Ledger first reported a position in Elevance Health in Q1 2025 and has held it in 5 quarters since.
  • Fortress Private Ledger's Elevance Health position peaked at $596K in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.