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J. Safra Asset Management’s Elevance Health ELV Stock Holding History

J. Safra Asset Management’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 		$18.7K Sell
64
-26
-29% -$8.54K ﹤0.01% 311
2025
Q4 		$31.6K Buy
+90
New +$30.4K ﹤0.01% 302
2023
Q3 		– Sell
-55
Closed -$24.4K – 111
2023
Q2 		$24.4K Hold
55
– – ﹤0.01% 92
2023
Q1 		$25.3K Buy
+55
New +$26.2K ﹤0.01% 93

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

J. Safra Asset Management's ELV Position: Q1 2026 in Review

J. Safra Asset Management reduced its Elevance Health (ELV) stake by 29% in Q1 2026, selling an estimated $8.54K and leaving 64 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

J. Safra Asset Management first reported a position in ELV in Q1 2023 and has held it in 4 quarters since. The position peaked at $31.6K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • J. Safra Asset Management held 64 shares of Elevance Health worth $18.7K as of Q1 2026.
  • J. Safra Asset Management sold 26 Elevance Health shares in Q1 2026, an estimated $8.54K.
  • Elevance Health made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #311 holding.
  • J. Safra Asset Management first reported a position in Elevance Health in Q1 2023 and has held it in 4 quarters since.
  • J. Safra Asset Management's Elevance Health position peaked at $31.6K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.