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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
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

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

Guardian Partners's ELV Position: Q1 2026 in Review

Guardian Partners reduced its Elevance Health (ELV) stake by 13% in Q1 2026, selling an estimated $149K and leaving 2,960 shares worth $869K. The position accounts for 0.07% of the portfolio, ranked #121.

Guardian Partners first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.54M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Guardian Partners held 2,960 shares of Elevance Health worth $869K as of Q1 2026.
  • Guardian Partners sold 452 Elevance Health shares in Q1 2026, an estimated $149K.
  • Elevance Health made up 0.07% of Guardian Partners's portfolio in Q1 2026, its #121 holding.
  • Guardian Partners first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Elevance Health position peaked at $2.54M in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.