Hardy Reed’s Elevance Health ELV Stock Holding History

Hardy Reed’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	-1,335	Closed	-$468K	–	246
2025 Q4	$468K	Buy	1,335 +13	+1%	+$4.39K	0.03%	142
2025 Q3	$427K	Sell	1,322 -2,254	-63%	-$701K	0.03%	154
2025 Q2	$1.39M	Sell	3,576 -2,285	-39%	-$919K	0.11%	81
2025 Q1	$2.55M	Buy	5,861 +3,574	+156%	+$1.43M	0.22%	45
2024 Q4	$844K	Sell	2,287 -3,590	-61%	-$1.5M	0.07%	97
2024 Q3	$3.06M	Buy	5,877 +2	+0%	+$1.07K	0.27%	42
2024 Q2	$3.18M	Buy	+5,875	New	+$3.11M	0.32%	40

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Hardy Reed's ELV Position: Q1 2026 in Review

Hardy Reed sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 1,335 shares — an estimated $468K sold.

Hardy Reed first reported a position in ELV in Q2 2024 and held it in 7 quarters. The position peaked at $3.18M in Q2 2024. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Hardy Reed reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
Hardy Reed sold 1,335 Elevance Health shares in Q1 2026, an estimated $468K.
Hardy Reed first reported a position in Elevance Health in Q2 2024 and held it in 7 quarters.
Hardy Reed's Elevance Health position peaked at $3.18M in Q2 2024.
1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.