Harbor Group’s Elevance Health ELV Stock Holding History

Harbor Group’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	$217K	Buy	741 +4	+0.5%	+$1.31K	0.03%	111
2025 Q4	$258K	Buy	737 +4	+0.5%	+$1.35K	0.04%	100
2025 Q3	$237K	Buy	733 +59	+9%	+$18.4K	0.04%	96
2025 Q2	$262K	Sell	674 -118	-15%	-$47.5K	0.05%	87
2025 Q1	$344K	Hold	792	–	–	0.07%	69
2024 Q4	$292K	Hold	792	–	–	0.07%	70
2024 Q3	$412K	Hold	792	–	–	0.1%	59
2024 Q2	$429K	Sell	792 -28	-3%	-$14.8K	0.11%	57
2024 Q1	$425K	Hold	820	–	–	0.11%	50
2023 Q4	$387K	Hold	820	–	–	0.11%	52
2023 Q3	$357K	Sell	820 -32	-4%	-$14.5K	0.2%	41
2023 Q2	$379K	Hold	852	–	–	0.21%	40
2023 Q1	$392K	Hold	852	–	–	0.23%	38
2022 Q4	$437K	Sell	852 -20	-2%	-$10.2K	0.28%	33
2022 Q3	$396K	Hold	872	–	–	0.29%	32
2022 Q2	$421K	Hold	872	–	–	0.31%	31
2022 Q1	$428K	Hold	872	–	–	0.27%	30
2021 Q4	$404K	Sell	872 -69	-7%	-$29K	0.24%	32
2021 Q3	$351K	Hold	941	–	–	0.23%	33
2021 Q2	$359K	Hold	941	–	–	0.24%	30
2021 Q1	$357K	Hold	941	–	–	0.24%	31
2020 Q4	$311K	Buy	+941	New	+$289K	0.23%	32

Other funds holding ELV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $61.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return