Marathon Asset Management (UK)’s Elevance Health ELV Stock Holding History

Marathon Asset Management (UK)’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	$78.6M	Buy	268,388 +21,577	+9%	+$7.09M	3.01%	8
2025 Q4	$86.5M	Sell	246,811 -20,584	-8%	-$6.96M	3.33%	7
2025 Q3	$86.4M	Buy	267,395 +3,859	+1%	+$1.2M	3.18%	7
2025 Q2	$103M	Buy	263,536 +22,954	+10%	+$9.23M	3.29%	5
2025 Q1	$105M	Buy	240,582 +13,470	+6%	+$5.41M	3.2%	5
2024 Q4	$83.8M	Buy	+227,112	New	+$95M	2.34%	10
2015 Q1	–	Sell	-389,983	Closed	-$49M	–	73
2014 Q4	$49M	Sell	389,983 -1,662	-0.4%	-$205K	1.18%	34
2014 Q3	$46.8M	Buy	391,645 +2,988	+0.8%	+$343K	1.15%	36
2014 Q2	$41.8M	Sell	388,657 -184	-0%	-$19K	1.03%	37
2014 Q1	$38.7M	Sell	388,841 -16,513	-4%	-$1.49M	0.99%	40
2013 Q4	$37.4M	Sell	405,354 -50,006	-11%	-$4.44M	0.92%	41
2013 Q3	$38.1M	Sell	455,360 -23,041	-5%	-$1.97M	0.92%	42
2013 Q2	$39.1M	Buy	+478,401	New	+$35.8M	0.93%	44

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

Marathon Asset Management (UK)'s ELV Position: Q1 2026 in Review

Marathon Asset Management (UK) increased its Elevance Health (ELV) stake by 8.7% in Q1 2026, buying an estimated $7.09M and bringing the position to 268,388 shares worth $78.6M. The position accounts for 3.01% of the portfolio, ranked #8.

Marathon Asset Management (UK) first reported a position in ELV in Q2 2013 and has held it in 13 quarters since. The position peaked at $105M in Q1 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Marathon Asset Management (UK) held 268,388 shares of Elevance Health worth $78.6M as of Q1 2026.
Marathon Asset Management (UK) bought 21,577 Elevance Health shares in Q1 2026, an estimated $7.09M.
Elevance Health made up 3.01% of Marathon Asset Management (UK)'s portfolio in Q1 2026, its #8 holding.
Marathon Asset Management (UK) first reported a position in Elevance Health in Q2 2013 and has held it in 13 quarters since.
Marathon Asset Management (UK)'s Elevance Health position peaked at $105M in Q1 2025.
1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Marathon Asset Management (UK)'s 13F filing for Q1 2026, filed 24 Apr 2026.