HCA
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Hyperion Capital Advisors’s Elevance Health ELV Stock Holding History

Hyperion Capital 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 		$14.9M Sell
50,757
-886
-2% -$291K 7.15% 4
2025
Q4 		$18.1M Hold
51,643
– – 8.86% 2
2025
Q3 		$16.7M Buy
51,643
+16,429
+47% +$5.11M 8.92% 3
2025
Q2 		$13.7M Buy
35,214
+9,000
+34% +$3.62M 8.59% 3
2025
Q1 		$11.4M Sell
26,214
-22,784
-46% -$9.15M 6.21% 6
2024
Q4 		$18.1M Buy
48,998
+10,105
+26% +$4.23M 9.29% 3
2024
Q3 		$20.2M Sell
38,893
-512
-1% -$274K 9.5% 2
2024
Q2 		$21.4M Sell
39,405
-104
-0.3% -$55K 10.02% 3
2024
Q1 		$20.5M Hold
39,509
– – 9.66% 2
2023
Q4 		$18.6M Sell
39,509
-2,000
-5% -$925K 10.06% 2
2023
Q3 		$18.1M Buy
41,509
+14,611
+54% +$6.63M 9.91% 2
2023
Q2 		$12M Buy
26,898
+3,993
+17% +$1.84M 6.49% 4
2023
Q1 		$10.5M Sell
22,905
-330
-1% -$157K 5.06% 6
2022
Q4 		$11.9M Buy
23,235
+1,147
+5% +$582K 5.89% 5
2022
Q3 		$10M Buy
22,088
+4,524
+26% +$2.16M 4.95% 7
2022
Q2 		$8.48M Sell
17,564
-8,228
-32% -$4.07M 3.96% 9
2022
Q1 		$12.7M Sell
25,792
-2,762
-10% -$1.26M 4.8% 8
2021
Q4 		$13.2M Buy
28,554
+1,861
+7% +$783K 2.96% 10
2021
Q3 		$9.95M Buy
26,693
+2,789
+12% +$1.06M 2.64% 10
2021
Q2 		$9.13M Buy
23,904
+9,942
+71% +$3.8M 2.61% 10
2021
Q1 		$5.01M Buy
+13,962
New +$4.49M 1.62% 12

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

Hyperion Capital Advisors's ELV Position: Q1 2026 in Review

Hyperion Capital Advisors reduced its Elevance Health (ELV) stake by 1.7% in Q1 2026, selling an estimated $291K and leaving 50,757 shares worth $14.9M. The position accounts for 7.15% of the portfolio, ranked #4.

Hyperion Capital Advisors first reported a position in ELV in Q1 2021 and has held it in 21 quarters since. The position peaked at $21.4M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Hyperion Capital Advisors held 50,757 shares of Elevance Health worth $14.9M as of Q1 2026.
  • Hyperion Capital Advisors sold 886 Elevance Health shares in Q1 2026, an estimated $291K.
  • Elevance Health made up 7.15% of Hyperion Capital Advisors's portfolio in Q1 2026, its #4 holding.
  • Hyperion Capital Advisors first reported a position in Elevance Health in Q1 2021 and has held it in 21 quarters since.
  • Hyperion Capital Advisors's Elevance Health position peaked at $21.4M in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.