LGF
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LGT Group Foundation’s Elevance Health ELV Stock Holding History

LGT Group Foundation’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 		– Sell
-586
Closed -$204K – 290
2025
Q4 		$204K Sell
586
-415
-41% -$140K ﹤0.01% 286
2025
Q3 		$333K Sell
1,001
-555
-36% -$173K ﹤0.01% 249
2025
Q2 		$605K Sell
1,556
-551
-26% -$222K 0.01% 224
2025
Q1 		$916K Sell
2,107
-40,557
-95% -$16.3M 0.01% 206
2024
Q4 		$15.7M Sell
42,664
-29,924
-41% -$12.5M 0.24% 67
2024
Q3 		$36.7M Buy
72,588
+343
+0.5% +$183K 0.6% 41
2024
Q2 		$39.1M Sell
72,245
-380
-0.5% -$201K 0.62% 40
2024
Q1 		$37.7M Sell
72,625
-5,084
-7% -$2.53M 0.89% 35
2023
Q4 		$36.4M Sell
77,709
-2,240
-3% -$1.04M 0.8% 35
2023
Q3 		$35.2M Buy
79,949
+6,424
+9% +$2.91M 0.87% 27
2023
Q2 		$32.7M Buy
73,525
+37,589
+105% +$17.3M 0.79% 26
2023
Q1 		$16.5M Buy
35,936
+521
+1% +$248K 0.47% 52
2022
Q4 		$18.2M Sell
35,415
-1,380
-4% -$701K 0.57% 41
2022
Q3 		$16.7M Buy
36,795
+889
+2% +$425K 0.65% 39
2022
Q2 		$17.3M Sell
35,906
-7,776
-18% -$3.85M 0.53% 47
2022
Q1 		$21.8M Buy
43,682
+5,276
+14% +$2.41M 0.51% 46
2021
Q4 		$17.8M Buy
+38,406
New +$16.2M 0.46% 47

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

LGT Group Foundation's ELV Position: Q1 2026 in Review

LGT Group Foundation sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 586 shares — an estimated $204K sold.

LGT Group Foundation first reported a position in ELV in Q4 2021 and held it in 17 quarters. The position peaked at $39.1M in Q2 2024. 1,470 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • LGT Group Foundation reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • LGT Group Foundation sold 586 Elevance Health shares in Q1 2026, an estimated $204K.
  • LGT Group Foundation first reported a position in Elevance Health in Q4 2021 and held it in 17 quarters.
  • LGT Group Foundation's Elevance Health position peaked at $39.1M in Q2 2024.
  • 1,470 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.