LongView Wealth Management’s Elevance Health ELV Stock Holding History

LongView Wealth 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	–	Sell	-930	Closed	-$349K	–	256
2025 Q4	$349K	Buy	930 +4	+0.4%	+$1.35K	0.08%	174
2025 Q3	$299K	Buy	926 +99	+12%	+$30.8K	0.08%	177
2025 Q2	$322K	Buy	827 +3	+0.4%	+$1.21K	0.1%	159
2025 Q1	$358K	Buy	824 +84	+11%	+$33.7K	0.11%	144
2024 Q4	$273K	Buy	740 +1	+0.1%	+$418	0.08%	172
2024 Q3	$384K	Sell	739 -67	-8%	-$35.8K	0.12%	135
2024 Q2	$437K	Hold	806	–	–	0.16%	112
2024 Q1	$418K	Sell	806 -15	-2%	-$7.46K	0.17%	118
2023 Q4	$397K	Buy	+821	New	+$380K	0.18%	115

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

LongView Wealth Management's ELV Position: Q1 2026 in Review

LongView Wealth Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 930 shares — an estimated $349K sold.

LongView Wealth Management first reported a position in ELV in Q4 2023 and held it in 9 quarters. The position peaked at $437K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

LongView Wealth Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
LongView Wealth Management sold 930 Elevance Health shares in Q1 2026, an estimated $349K.
LongView Wealth Management first reported a position in Elevance Health in Q4 2023 and held it in 9 quarters.
LongView Wealth Management's Elevance Health position peaked at $437K in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on LongView Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.