Lido Advisors’s Elevance Health ELV Stock Holding History

Lido 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
2025 Q1	–	Sell	-1,100	Closed	-$406K	–	1547
2024 Q4	$406K	Hold	1,100	–	–	﹤0.01%	1079
2024 Q3	$572K	Hold	1,100	–	–	﹤0.01%	913
2024 Q2	$596K	Hold	1,100	–	–	﹤0.01%	871
2024 Q1	$570K	Hold	1,100	–	–	﹤0.01%	862
2023 Q4	$519K	Hold	1,100	–	–	﹤0.01%	849
2023 Q3	$479K	Hold	1,100	–	–	﹤0.01%	759
2023 Q2	$489K	Buy	+1,100	New	+$507K	﹤0.01%	750
2021 Q4	–	Sell	-700	Closed	-$260K	–	1003
2021 Q3	$260K	Hold	700	–	–	﹤0.01%	796
2021 Q2	$267K	Hold	700	–	–	﹤0.01%	761
2021 Q1	$251K	Hold	700	–	–	﹤0.01%	732
2020 Q4	$224K	Buy	+700	New	+$215K	﹤0.01%	728

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Lido Advisors's ELV Position: Q1 2026 in Review

Lido Advisors increased its Elevance Health (ELV) stake by 0.16% in Q1 2026, buying an estimated $2.63K and bringing the position to 4,868 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Lido Advisors first reported a position in ELV in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.43M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Lido Advisors held 4,868 shares of Elevance Health worth $1.43M as of Q1 2026.
Lido Advisors bought 8 Elevance Health shares in Q1 2026, an estimated $2.63K.
Elevance Health made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #814 holding.
Lido Advisors first reported a position in Elevance Health in Q1 2018 and has held it in 33 quarters since.
Lido Advisors's Elevance Health position peaked at $2.43M in Q3 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.