HA
ELV icon

Heartland Advisors’s Elevance Health ELV Stock Holding History

Heartland Advisors’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 		$2M Buy
6,831
+145
+2% +$47.7K 0.1% 197
2025
Q4 		$2.34M Buy
+6,686
New +$2.26M 0.13% 192
2023
Q1 		– Sell
-3,751
Closed -$1.92M – 180
2022
Q4 		$1.92M Buy
3,751
+27
+0.7% +$13.7K 0.12% 165
2022
Q3 		$1.69M Sell
3,724
-6
-0.2% -$2.87K 0.13% 163
2022
Q2 		$1.8M Buy
3,730
+19
+0.5% +$9.4K 0.13% 174
2022
Q1 		$1.82M Buy
3,711
+70
+2% +$32K 0.11% 181
2021
Q4 		$1.69M Buy
+3,641
New +$1.53M 0.1% 194

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

Heartland Advisors's ELV Position: Q1 2026 in Review

Heartland Advisors increased its Elevance Health (ELV) stake by 2.2% in Q1 2026, buying an estimated $47.7K and bringing the position to 6,831 shares worth $2M. The position accounts for 0.1% of the portfolio, ranked #197.

Heartland Advisors first reported a position in ELV in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.34M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Heartland Advisors held 6,831 shares of Elevance Health worth $2M as of Q1 2026.
  • Heartland Advisors bought 145 Elevance Health shares in Q1 2026, an estimated $47.7K.
  • Elevance Health made up 0.1% of Heartland Advisors's portfolio in Q1 2026, its #197 holding.
  • Heartland Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 7 quarters since.
  • Heartland Advisors's Elevance Health position peaked at $2.34M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.