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Insigneo Advisory Services’s Elevance Health ELV Stock Holding History

Insigneo Advisory Services’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 		$346K Sell
1,182
-16
-1% -$5.26K 0.02% 464
2025
Q4 		$420K Sell
1,198
-8
-0.7% -$2.7K 0.03% 410
2025
Q3 		$390K Buy
1,206
+334
+38% +$104K 0.03% 440
2025
Q2 		$339K Buy
872
+11
+1% +$4.42K 0.03% 424
2025
Q1 		$375K Buy
861
+98
+13% +$39.3K 0.04% 367
2024
Q4 		$281K Sell
763
-117
-13% -$49K 0.03% 435
2024
Q3 		$458K Buy
880
+18
+2% +$9.62K 0.05% 333
2024
Q2 		$451K Sell
862
-7
-0.8% -$3.7K 0.05% 318
2024
Q1 		$451K Buy
869
+284
+49% +$141K 0.05% 286
2023
Q4 		$276K Buy
585
+48
+9% +$22.2K 0.04% 345
2023
Q3 		$234K Sell
537
-323
-38% -$147K 0.05% 335
2023
Q2 		$382K Buy
860
+351
+69% +$162K 0.07% 242
2023
Q1 		$234K Buy
509
+56
+12% +$26.6K 0.07% 235
2022
Q4 		$232K Buy
+453
New +$230K 0.09% 226

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

Insigneo Advisory Services's ELV Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Elevance Health (ELV) stake by 1.3% in Q1 2026, selling an estimated $5.26K and leaving 1,182 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #464.

Insigneo Advisory Services first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $458K in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Insigneo Advisory Services held 1,182 shares of Elevance Health worth $346K as of Q1 2026.
  • Insigneo Advisory Services sold 16 Elevance Health shares in Q1 2026, an estimated $5.26K.
  • Elevance Health made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #464 holding.
  • Insigneo Advisory Services first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's Elevance Health position peaked at $458K in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.