Mercer Global Advisors
ELV icon

Mercer Global Advisors’s Elevance Health ELV Stock Holding History

Mercer Global Advisors’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 		$5.16M Sell
17,624
-1,503
-8% -$494K 0.01% 748
2025
Q4 		$6.69M Sell
19,127
-3,109
-14% -$1.05M 0.01% 615
2025
Q3 		$7.18M Sell
22,236
-14,019
-39% -$4.36M 0.01% 549
2025
Q2 		$14.1M Sell
36,255
-20,191
-36% -$8.12M 0.03% 322
2025
Q1 		$24.6M Buy
56,446
+10,246
+22% +$4.11M 0.06% 190
2024
Q4 		$17M Buy
+46,200
New +$19.3M 0.04% 243
2024
Q1 		– Sell
-47,038
Closed -$22.2M – 2056
2023
Q4 		$22.2M Buy
47,038
+5,255
+13% +$2.43M 0.07% 180
2023
Q3 		$18.2M Buy
41,783
+571
+1% +$259K 0.07% 175
2023
Q2 		$18.3M Buy
41,212
+172
+0.4% +$79.3K 0.07% 183
2023
Q1 		$18.9M Buy
41,040
+924
+2% +$440K 0.09% 170
2022
Q4 		$20.6M Buy
40,116
+8,656
+28% +$4.4M 0.1% 159
2022
Q3 		$14.3M Buy
31,460
+903
+3% +$432K 0.08% 180
2022
Q2 		$14.7M Buy
30,557
+227
+0.7% +$112K 0.09% 178
2022
Q1 		$14.9M Buy
30,330
+1,791
+6% +$819K 0.09% 171
2021
Q4 		$13.2M Buy
28,539
+2,096
+8% +$882K 0.08% 178
2021
Q3 		$9.87M Buy
26,443
+2,503
+10% +$951K 0.07% 228
2021
Q2 		$9.14M Buy
23,940
+2,315
+11% +$885K 0.07% 215
2021
Q1 		$7.76M Buy
21,625
+3,189
+17% +$1.03M 0.07% 221
2020
Q4 		$5.92M Buy
18,436
+9,085
+97% +$2.79M 0.07% 200
2020
Q3 		$2.51M Buy
9,351
+522
+6% +$140K 0.04% 321
2020
Q2 		$2.32M Buy
8,829
+977
+12% +$261K 0.04% 293
2020
Q1 		$1.78M Buy
7,852
+3,997
+104% +$1.09M 0.04% 338
2019
Q4 		$1.16M Buy
3,855
+121
+3% +$33.3K 0.02% 484
2019
Q3 		$896K Buy
3,734
+227
+6% +$62.2K 0.02% 514
2019
Q2 		$990K Sell
3,507
-267
-7% -$72.9K 0.03% 462
2019
Q1 		$1.08M Buy
+3,774
New +$1.09M 0.04% 398

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

Mercer Global Advisors's ELV Position: Q1 2026 in Review

Mercer Global Advisors reduced its Elevance Health (ELV) stake by 7.9% in Q1 2026, selling an estimated $494K and leaving 17,624 shares worth $5.16M. The position accounts for 0.01% of the portfolio, ranked #748.

Mercer Global Advisors first reported a position in ELV in Q1 2019 and has held it in 26 quarters since. The position peaked at $24.6M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Mercer Global Advisors held 17,624 shares of Elevance Health worth $5.16M as of Q1 2026.
  • Mercer Global Advisors sold 1,503 Elevance Health shares in Q1 2026, an estimated $494K.
  • Elevance Health made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #748 holding.
  • Mercer Global Advisors first reported a position in Elevance Health in Q1 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's Elevance Health position peaked at $24.6M in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.