II
ELV icon

Impact Investors’s Elevance Health ELV Stock Holding History

Impact Investors’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 		$234K Sell
798
-696
-47% -$229K 0.16% 86
2025
Q4 		$524K Sell
1,494
-168
-10% -$56.8K 0.36% 52
2025
Q3 		$537K Buy
1,662
+22
+1% +$6.84K 0.35% 57
2025
Q2 		$638K Buy
1,640
+63
+4% +$25.3K 0.45% 49
2025
Q1 		$686K Buy
1,577
+37
+2% +$14.9K 0.53% 42
2024
Q4 		$568K Buy
+1,540
New +$644K 0.44% 46

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

Impact Investors's ELV Position: Q1 2026 in Review

Impact Investors reduced its Elevance Health (ELV) stake by 47% in Q1 2026, selling an estimated $229K and leaving 798 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #86.

Impact Investors first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $686K in Q1 2025. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Impact Investors held 798 shares of Elevance Health worth $234K as of Q1 2026.
  • Impact Investors sold 696 Elevance Health shares in Q1 2026, an estimated $229K.
  • Elevance Health made up 0.16% of Impact Investors's portfolio in Q1 2026, its #86 holding.
  • Impact Investors first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Impact Investors's Elevance Health position peaked at $686K in Q1 2025.
  • 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Impact Investors's 13F filing for Q1 2026, filed 29 Apr 2026.