M&G plc’s Elevance Health ELV Stock Holding History

M&G plc’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	$86.7M	Sell	295,942 -333,038	-53%	-$109M	0.45%	57
2025 Q4	$221M	Sell	628,980 -386,133	-38%	-$130M	1.13%	27
2025 Q3	$328M	Buy	1,015,113 +84,820	+9%	+$26.4M	1.74%	7
2025 Q2	$362M	Buy	930,293 +133,992	+17%	+$53.9M	1.99%	7
2025 Q1	$346M	Buy	796,301 +27,744	+4%	+$11.1M	1.66%	9
2024 Q4	$284M	Buy	768,557 +295,469	+62%	+$124M	1.75%	10
2024 Q3	$246M	Buy	473,088 +67,774	+17%	+$36.2M	0.89%	18
2024 Q2	$220M	Buy	405,314 +13,428	+3%	+$7.1M	0.87%	16
2024 Q1	$203M	Buy	+391,886	New	+$195M	0.77%	20

Other funds holding ELV

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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