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Foundations Investment Advisors’s Elevance Health ELV Stock Holding History

Foundations Investment 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 		$707K Sell
2,415
-428
-15% -$141K 0.01% 617
2025
Q4 		$997K Buy
2,843
+159
+6% +$53.7K 0.01% 514
2025
Q3 		$867K Sell
2,684
-815
-23% -$253K 0.01% 501
2025
Q2 		$1.36M Sell
3,499
-608
-15% -$245K 0.02% 366
2025
Q1 		$1.79M Sell
4,107
-1,069
-21% -$429K 0.03% 306
2024
Q4 		$1.91M Sell
5,176
-23,961
-82% -$10M 0.04% 297
2024
Q3 		$15.2M Buy
29,137
+3,893
+15% +$2.08M 0.32% 74
2024
Q2 		$13.7M Buy
25,244
+5,588
+28% +$2.95M 0.33% 69
2024
Q1 		$10.2M Buy
19,656
+3,380
+21% +$1.68M 0.27% 75
2023
Q4 		$8.06M Buy
16,276
+5,166
+46% +$2.39M 0.22% 91
2023
Q3 		$4.84M Buy
11,110
+4,072
+58% +$1.85M 0.15% 114
2023
Q2 		$3.13M Buy
7,038
+3,049
+76% +$1.41M 0.1% 141
2023
Q1 		$1.83M Buy
3,989
+1,116
+39% +$531K 0.07% 181
2022
Q4 		$1.47M Sell
2,873
-2,296
-44% -$1.17M 0.06% 164
2022
Q3 		$2.35M Sell
5,169
-1,580
-23% -$756K 0.1% 87
2022
Q2 		$3.27M Sell
6,749
-369
-5% -$183K 0.14% 74
2022
Q1 		$3.68M Buy
7,118
+352
+5% +$161K 0.14% 58
2021
Q4 		$3.06M Buy
6,766
+793
+13% +$334K 0.12% 71
2021
Q3 		$2.23M Buy
5,973
+608
+11% +$231K 0.1% 79
2021
Q2 		$2.08M Buy
5,365
+1,126
+27% +$430K 0.1% 74
2021
Q1 		$1.49M Buy
4,239
+719
+20% +$231K 0.09% 74
2020
Q4 		$1.19M Buy
3,520
+310
+10% +$95.1K 0.08% 70
2020
Q3 		$883K Buy
3,210
+332
+12% +$89.3K 0.19% 80
2020
Q2 		$768K Buy
2,878
+477
+20% +$127K 0.07% 89
2020
Q1 		$514K Buy
2,401
+273
+13% +$74.4K 0.06% 69
2019
Q4 		$639K Sell
2,128
-159
-7% -$43.8K 0.08% 82
2019
Q3 		$545K Buy
2,287
+425
+23% +$116K 0.07% 86
2019
Q2 		$527K Buy
1,862
+1,052
+130% +$287K 0.08% 81
2019
Q1 		$232K Buy
810
+50
+7% +$14.5K 0.04% 87
2018
Q4 		$231K Sell
760
-46
-6% -$12.6K 0.05% 90
2018
Q3 		$221K Buy
+806
New +$209K 0.05% 93

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

Foundations Investment Advisors's ELV Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Elevance Health (ELV) stake by 15% in Q1 2026, selling an estimated $141K and leaving 2,415 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #617.

Foundations Investment Advisors first reported a position in ELV in Q3 2018 and has held it in 31 quarters since. The position peaked at $15.2M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Foundations Investment Advisors held 2,415 shares of Elevance Health worth $707K as of Q1 2026.
  • Foundations Investment Advisors sold 428 Elevance Health shares in Q1 2026, an estimated $141K.
  • Elevance Health made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #617 holding.
  • Foundations Investment Advisors first reported a position in Elevance Health in Q3 2018 and has held it in 31 quarters since.
  • Foundations Investment Advisors's Elevance Health position peaked at $15.2M in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.