Guardian Partners’s Elevance Health ELV Stock Holding History

Guardian Partners’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 Q3	$469K	Hold	1,206	–	–	0.04%	160
2026 Q2	$466K	Sell	1,206 -1,754	-59%	-$650K	0.04%	154
2026 Q1	$869K	Sell	2,960 -452	-13%	-$149K	0.07%	121
2025 Q4	$1.16M	Sell	3,412 -100	-3%	-$33.8K	0.09%	121
2025 Q3	$1.17M	Hold	3,512	–	–	0.1%	109
2025 Q2	$1.22M	Sell	3,512 -2,434	-41%	-$979K	0.11%	108
2025 Q1	$2.54M	Sell	5,946 -70	-1%	-$28.1K	0.26%	82
2024 Q4	$2.31M	Buy	+6,016	New	+$2.52M	0.23%	83

Other funds holding ELV

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Guardian Partners's ELV Position: Q3 2026 in Review

Guardian Partners held its Elevance Health (ELV) position steady in Q3 2026 at 1,206 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #160.

Guardian Partners first reported a position in ELV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.54M in Q1 2025. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Guardian Partners held 1,206 shares of Elevance Health worth $469K as of Q3 2026.
Guardian Partners left its Elevance Health share count unchanged in Q3 2026.
Elevance Health made up 0.04% of Guardian Partners's portfolio in Q3 2026, its #160 holding.
Guardian Partners first reported a position in Elevance Health in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Elevance Health position peaked at $2.54M in Q1 2025.
1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.