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Liontrust Investment Partners’s Elevance Health ELV Stock Holding History

Liontrust Investment Partners’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
-25,157
Closed -$8.82M – 211
2025
Q4 		$8.82M Sell
25,157
-6,508
-21% -$2.2M 0.13% 112
2025
Q3 		$10.2M Buy
31,665
+9,155
+41% +$2.85M 0.15% 103
2025
Q2 		$8.76M Sell
22,510
-7,272
-24% -$2.92M 0.13% 109
2025
Q1 		$13M Buy
29,782
+5,915
+25% +$2.37M 0.2% 86
2024
Q4 		$8.8M Sell
23,867
-27,257
-53% -$11.4M 0.13% 105
2024
Q3 		$27.7M Hold
51,124
– – 0.39% 52
2024
Q2 		$27.7M Sell
51,124
-8,021
-14% -$4.24M 0.39% 52
2024
Q1 		$30.7M Sell
59,145
-2,045
-3% -$1.02M 0.43% 49
2023
Q4 		$28.9M Buy
61,190
+189
+0.3% +$87.4K 0.42% 46
2023
Q3 		$26.6M Buy
61,001
+19,030
+45% +$8.63M 0.42% 46
2023
Q2 		$18.6M Sell
41,971
-3,133
-7% -$1.45M 0.27% 60
2023
Q1 		$20.7M Buy
+45,104
New +$21.5M 0.3% 60
2022
Q4 		– Sell
-20,761
Closed -$9.43M – 200
2022
Q3 		$9.43M Sell
20,761
-18,709
-47% -$8.95M 0.15% 76
2022
Q2 		$19M Buy
+39,470
New +$19.5M 0.27% 56

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

Liontrust Investment Partners's ELV Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 25,157 shares — an estimated $8.82M sold.

Liontrust Investment Partners first reported a position in ELV in Q2 2022 and held it in 14 quarters. The position peaked at $30.7M in Q1 2024. 1,469 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Liontrust Investment Partners reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Liontrust Investment Partners sold 25,157 Elevance Health shares in Q1 2026, an estimated $8.82M.
  • Liontrust Investment Partners first reported a position in Elevance Health in Q2 2022 and held it in 14 quarters.
  • Liontrust Investment Partners's Elevance Health position peaked at $30.7M in Q1 2024.
  • 1,469 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.