HI
ELV icon

Horizon Investments’s Elevance Health ELV Stock Holding History

Horizon Investments’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 		$1.79M Sell
6,108
-10,552
-63% -$3.47M 0.02% 512
2025
Q4 		$5.84M Buy
16,660
+1,145
+7% +$387K 0.07% 224
2025
Q3 		$5.01M Buy
15,515
+9,179
+145% +$2.85M 0.07% 236
2025
Q2 		$2.46M Buy
6,336
+2,315
+58% +$931K 0.04% 339
2025
Q1 		$1.75M Buy
4,021
+169
+4% +$67.8K 0.05% 212
2024
Q4 		$1.42M Buy
3,852
+40
+1% +$16.7K 0.04% 230
2024
Q3 		$1.98M Buy
3,812
+1,364
+56% +$729K 0.05% 179
2024
Q2 		$1.33M Buy
2,448
+176
+8% +$93K 0.04% 224
2024
Q1 		$1.18M Buy
2,272
+10
+0.4% +$4.97K 0.03% 236
2023
Q4 		$1.07M Buy
2,262
+696
+44% +$322K 0.03% 223
2023
Q3 		$682K Sell
1,566
-9
-0.6% -$4.08K 0.02% 226
2023
Q2 		$700K Sell
1,575
-135
-8% -$62.3K 0.02% 229
2023
Q1 		$786K Sell
1,710
-3,837
-69% -$1.83M 0.02% 209
2022
Q4 		$2.85M Buy
5,547
+7
+0.1% +$3.55K 0.08% 112
2022
Q3 		$2.52M Buy
5,540
+1,349
+32% +$645K 0.08% 94
2022
Q2 		$2.02M Buy
+4,191
New +$2.07M 0.06% 110
2021
Q4 		– Sell
-6,991
Closed -$2.61M – 492
2021
Q3 		$2.61M Buy
+6,991
New +$2.66M 0.07% 128
2019
Q2 		– Sell
-10,161
Closed -$2.92M – 557
2019
Q1 		$2.92M Buy
+10,161
New +$2.94M 0.1% 95

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Horizon Investments's ELV Position: Q1 2026 in Review

Horizon Investments reduced its Elevance Health (ELV) stake by 63% in Q1 2026, selling an estimated $3.47M and leaving 6,108 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #512.

Horizon Investments first reported a position in ELV in Q1 2019 and has held it in 18 quarters since. The position peaked at $5.84M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Horizon Investments held 6,108 shares of Elevance Health worth $1.79M as of Q1 2026.
  • Horizon Investments sold 10,552 Elevance Health shares in Q1 2026, an estimated $3.47M.
  • Elevance Health made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #512 holding.
  • Horizon Investments first reported a position in Elevance Health in Q1 2019 and has held it in 18 quarters since.
  • Horizon Investments's Elevance Health position peaked at $5.84M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.