Madison Asset Management’s Elevance Health ELV Stock Holding History

Madison Asset 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	$4.37M	Sell	14,922 -1,132	-7%	-$372K	0.05%	176
2025 Q4	$5.63M	Sell	16,054 -546	-3%	-$185K	0.06%	159
2025 Q3	$5.36M	Sell	16,600 -126,753	-88%	-$39.4M	0.06%	161
2025 Q2	$55.8M	Sell	143,353 -6,219	-4%	-$2.5M	0.6%	54
2025 Q1	$65.1M	Buy	149,572 +87,491	+141%	+$35.1M	0.72%	49
2024 Q4	$22.9M	Sell	62,081 -13,098	-17%	-$5.48M	0.26%	87
2024 Q3	$39.1M	Sell	75,179 -1,200	-2%	-$641K	0.44%	69
2024 Q2	$41.4M	Sell	76,379 -3,251	-4%	-$1.72M	0.51%	65
2024 Q1	$41.3M	Sell	79,630 -23,151	-23%	-$11.5M	0.51%	59
2023 Q4	$48.5M	Buy	102,781 +2,392	+2%	+$1.11M	0.66%	52
2023 Q3	$43.7M	Buy	100,389 +6,463	+7%	+$2.93M	0.64%	52
2023 Q2	$41.7M	Buy	+93,926	New	+$43.3M	0.61%	57

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

Madison Asset Management's ELV Position: Q1 2026 in Review

Madison Asset Management reduced its Elevance Health (ELV) stake by 7.1% in Q1 2026, selling an estimated $372K and leaving 14,922 shares worth $4.37M. The position accounts for 0.05% of the portfolio, ranked #176.

Madison Asset Management first reported a position in ELV in Q2 2023 and has held it in 12 quarters since. The position peaked at $65.1M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Madison Asset Management held 14,922 shares of Elevance Health worth $4.37M as of Q1 2026.
Madison Asset Management sold 1,132 Elevance Health shares in Q1 2026, an estimated $372K.
Elevance Health made up 0.05% of Madison Asset Management's portfolio in Q1 2026, its #176 holding.
Madison Asset Management first reported a position in Elevance Health in Q2 2023 and has held it in 12 quarters since.
Madison Asset Management's Elevance Health position peaked at $65.1M in Q1 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.