GIM
ELV icon

Generate Investment Management’s Elevance Health ELV Stock Holding History

Generate Investment 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
2026
Q1 		– Sell
-17,500
Closed -$6.13M – 75
2025
Q4 		$6.13M Sell
17,500
-117,500
-87% -$39.7M 0.28% 67
2025
Q3 		$43.6M Buy
135,000
+36,948
+38% +$11.5M 2.21% 10
2025
Q2 		$38.1M Buy
98,052
+60,963
+164% +$24.5M 2.12% 13
2025
Q1 		$16.1M Sell
37,089
-36,848
-50% -$14.8M 1.13% 28
2024
Q4 		$27.3M Buy
73,937
+20,725
+39% +$8.67M 1.91% 14
2024
Q3 		$27.7M Sell
53,212
-6,035
-10% -$3.22M 1.85% 19
2024
Q2 		$32.1M Buy
+59,247
New +$31.3M 1.89% 13

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

Generate Investment Management's ELV Position: Q1 2026 in Review

Generate Investment Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 17,500 shares — an estimated $6.13M sold.

Generate Investment Management first reported a position in ELV in Q2 2024 and held it in 7 quarters. The position peaked at $43.6M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Generate Investment Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Generate Investment Management sold 17,500 Elevance Health shares in Q1 2026, an estimated $6.13M.
  • Generate Investment Management first reported a position in Elevance Health in Q2 2024 and held it in 7 quarters.
  • Generate Investment Management's Elevance Health position peaked at $43.6M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.