MCM
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Marathon Capital Management’s Elevance Health ELV Stock Holding History

Marathon Capital 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 		$348K Buy
1,190
+200
+20% +$65.7K 0.08% 129
2025
Q4 		$347K Buy
990
+41
+4% +$13.9K 0.07% 125
2025
Q3 		$307K Buy
+949
New +$295K 0.07% 122

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

Marathon Capital Management's ELV Position: Q1 2026 in Review

Marathon Capital Management increased its Elevance Health (ELV) stake by 20% in Q1 2026, buying an estimated $65.7K and bringing the position to 1,190 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #129.

Marathon Capital Management first reported a position in ELV in Q3 2025 and has held it in 3 quarters since. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Marathon Capital Management held 1,190 shares of Elevance Health worth $348K as of Q1 2026.
  • Marathon Capital Management bought 200 Elevance Health shares in Q1 2026, an estimated $65.7K.
  • Elevance Health made up 0.08% of Marathon Capital Management's portfolio in Q1 2026, its #129 holding.
  • Marathon Capital Management first reported a position in Elevance Health in Q3 2025 and has held it in 3 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.