FAM
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Fulcrum Asset Management’s Elevance Health ELV Stock Holding History

Fulcrum Asset Management’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
2025
Q2 		– Sell
-31,942
Closed -$11.6M – 255
2025
Q1 		$11.6M Buy
+31,942
New +$12.8M 2.25% 8

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

Fulcrum Asset Management's ELV Position: Q1 2026 in Review

Fulcrum Asset Management increased its Elevance Health (ELV) stake by 8.7% in Q1 2026, buying an estimated $136K and bringing the position to 5,195 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #89.

Fulcrum Asset Management first reported a position in ELV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.92M in Q2 2025. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Fulcrum Asset Management held 5,195 shares of Elevance Health worth $1.48M as of Q1 2026.
  • Fulcrum Asset Management bought 415 Elevance Health shares in Q1 2026, an estimated $136K.
  • Elevance Health made up 0.22% of Fulcrum Asset Management's portfolio in Q1 2026, its #89 holding.
  • Fulcrum Asset Management first reported a position in Elevance Health in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Elevance Health position peaked at $2.92M in Q2 2025.
  • 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.