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Locust Wood Capital Advisers’s Elevance Health ELV Stock Holding History

Locust Wood Capital Advisers’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
2020
Q2 		– Sell
-31,000
Closed -$7.04M – 61
2020
Q1 		$7.04M Buy
+31,000
New +$8.45M 0.6% 42

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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 $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

Locust Wood Capital Advisers's ELV Position: Q1 2026 in Review

Locust Wood Capital Advisers sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 142,053 shares — an estimated $49.8M sold.

Locust Wood Capital Advisers first reported a position in ELV in Q3 2018 and held it in 30 quarters. The position peaked at $162M in Q2 2024. 1,467 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Locust Wood Capital Advisers reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Locust Wood Capital Advisers sold 142,053 Elevance Health shares in Q1 2026, an estimated $49.8M.
  • Locust Wood Capital Advisers first reported a position in Elevance Health in Q3 2018 and held it in 30 quarters.
  • Locust Wood Capital Advisers's Elevance Health position peaked at $162M in Q2 2024.
  • 1,467 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q1 2026, filed 11 May 2026.