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Longfellow Investment Management’s Elevance Health ELV Stock Holding History

Longfellow Investment 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 		$610K Hold
2,084
– – 0.13% 105
2025
Q4 		$731K Buy
2,084
+8
+0.4% +$2.7K 0.16% 94
2025
Q3 		$671K Buy
2,076
+968
+87% +$301K 0.16% 103
2025
Q2 		$431K Buy
1,108
+1,101
+15,729% +$443K 0.11% 117
2025
Q1 		$3.04K Hold
7
– – ﹤0.01% 211
2024
Q4 		$2.58K Hold
7
– – ﹤0.01% 220
2024
Q3 		$3.64K Hold
7
– – ﹤0.01% 201
2024
Q2 		$3.79K Hold
7
– – ﹤0.01% 192
2024
Q1 		$3.63K Hold
7
– – ﹤0.01% 210
2023
Q4 		$3.3K Hold
7
– – ﹤0.01% 187
2023
Q3 		$3.05K Buy
7
+2
+40% +$907 ﹤0.01% 177
2023
Q2 		$2.22K Buy
+5
New +$2.31K ﹤0.01% 216

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

Longfellow Investment Management's ELV Position: Q1 2026 in Review

Longfellow Investment Management held its Elevance Health (ELV) position steady in Q1 2026 at 2,084 shares worth $610K. The position accounts for 0.13% of the portfolio, ranked #105.

Longfellow Investment Management first reported a position in ELV in Q2 2023 and has held it in 12 quarters since. The position peaked at $731K in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Longfellow Investment Management held 2,084 shares of Elevance Health worth $610K as of Q1 2026.
  • Longfellow Investment Management left its Elevance Health share count unchanged in Q1 2026.
  • Elevance Health made up 0.13% of Longfellow Investment Management's portfolio in Q1 2026, its #105 holding.
  • Longfellow Investment Management first reported a position in Elevance Health in Q2 2023 and has held it in 12 quarters since.
  • Longfellow Investment Management's Elevance Health position peaked at $731K in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.