Morgan Stanley’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $770M | Buy |
2,629,104
+107,981
| +4% | +$35.5M | 0.05% | 388 |
|
|
2025
Q4 | $884M | Sell |
2,521,123
-162,527
| -6% | -$54.9M | 0.05% | 329 |
|
|
2025
Q3 | $867M | Sell |
2,683,650
-355,815
| -12% | -$111M | 0.05% | 336 |
|
|
2025
Q2 | $1.18B | Buy |
3,039,465
+66,356
| +2% | +$26.7M | 0.08% | 228 |
|
|
2025
Q1 | $1.29B | Buy |
2,973,109
+104,911
| +4% | +$42.1M | 0.09% | 195 |
|
|
2024
Q4 | $1.06B | Sell |
2,868,198
-584,569
| -17% | -$245M | 0.07% | 234 |
|
|
2024
Q3 | $1.8B | Buy |
3,452,767
+225,768
| +7% | +$121M | 0.13% | 140 |
|
|
2024
Q2 | $1.75B | Buy |
3,226,999
+273,155
| +9% | +$144M | 0.14% | 141 |
|
|
2024
Q1 | $1.53B | Sell |
2,953,844
-2,853,526
| -49% | -$1.42B | 0.12% | 159 |
|
|
2023
Q4 | $2.74B | Buy |
5,807,370
+3,022,656
| +109% | +$1.4B | 0.12% | 158 |
|
|
2023
Q3 | $1.21B | Buy |
2,784,714
+46,322
| +2% | +$21M | 0.12% | 150 |
|
|
2023
Q2 | $1.22B | Sell |
2,738,392
-24,049
| -0.9% | -$11.1M | 0.12% | 161 |
|
|
2023
Q1 | $1.27B | Sell |
2,762,441
-180,764
| -6% | -$86M | 0.14% | 147 |
|
|
2022
Q4 | $1.51B | Buy |
2,943,205
+465,102
| +19% | +$236M | 0.17% | 123 |
|
|
2022
Q3 | $1.13B | Buy |
2,478,103
+18,094
| +0.7% | +$8.66M | 0.15% | 132 |
|
|
2022
Q2 | $1.19B | Buy |
2,460,009
+980,223
| +66% | +$485M | 0.15% | 135 |
|
|
2022
Q1 | $727M | Sell |
1,479,786
-221,355
| -13% | -$101M | 0.1% | 202 |
|
|
2021
Q4 | $789M | Buy |
1,701,141
+51,202
| +3% | +$21.5M | 0.1% | 209 |
|
|
2021
Q3 | $615M | Buy |
1,649,939
+81,314
| +5% | +$30.9M | 0.08% | 227 |
|
|
2021
Q2 | $599M | Buy |
1,568,625
+113,659
| +8% | +$43.4M | 0.08% | 226 |
|
|
2021
Q1 | $522M | Sell |
1,454,966
-103,998
| -7% | -$33.4M | 0.08% | 242 |
|
|
2020
Q4 | $501M | Buy |
1,558,964
+274,659
| +21% | +$84.3M | 0.08% | 229 |
|
|
2020
Q3 | $345M | Buy |
1,284,305
+32,411
| +3% | +$8.72M | 0.07% | 258 |
|
|
2020
Q2 | $329M | Sell |
1,251,894
-91,031
| -7% | -$24.3M | 0.07% | 243 |
|
|
2020
Q1 | $305M | Buy |
1,342,925
+70,925
| +6% | +$19.3M | 0.08% | 212 |
|
|
2019
Q4 | $384M | Buy |
1,272,000
+5,294
| +0.4% | +$1.46M | 0.09% | 214 |
|
|
2019
Q3 | $304M | Buy |
1,266,706
+84,298
| +7% | +$23.1M | 0.08% | 248 |
|
|
2019
Q2 | $334M | Buy |
1,182,408
+378,897
| +47% | +$104M | 0.09% | 231 |
|
|
2019
Q1 | $231M | Sell |
803,511
-148,679
| -16% | -$43M | 0.07% | 298 |
|
|
2018
Q4 | $250M | Buy |
952,190
+275,378
| +41% | +$75.7M | 0.07% | 270 |
|
|
2018
Q3 | $185M | Buy |
676,812
+268,900
| +66% | +$69.8M | 0.05% | 375 |
|
|
2018
Q2 | $97.1M | Sell |
407,912
-38,333
| -9% | -$8.88M | 0.03% | 589 |
|
|
2018
Q1 | $98M | Sell |
446,245
-139,587
| -24% | -$32.8M | 0.03% | 604 |
|
|
2017
Q4 | $132M | Sell |
585,832
-131,611
| -18% | -$28M | 0.04% | 485 |
|
|
2017
Q3 | $136M | Buy |
717,443
+111,949
| +18% | +$21.3M | 0.04% | 433 |
|
|
2017
Q2 | $114M | Sell |
605,494
-388,008
| -39% | -$69.7M | 0.03% | 513 |
|
|
2017
Q1 | $164M | Buy |
993,502
+142,818
| +17% | +$22.7M | 0.05% | 376 |
|
|
2016
Q4 | $122M | Buy |
850,684
+347,684
| +69% | +$46.6M | 0.04% | 458 |
|
|
2016
Q3 | $63M | Buy |
503,000
+20,322
| +4% | +$2.62M | 0.02% | 730 |
|
|
2016
Q2 | $63.4M | Buy |
482,678
+76,098
| +19% | +$10.4M | 0.02% | 681 |
|
|
2016
Q1 | $56.5M | Sell |
406,580
-78,069
| -16% | -$10.4M | 0.02% | 696 |
|
|
2015
Q4 | $67.6M | Buy |
484,649
+29,711
| +7% | +$4.09M | 0.02% | 652 |
|
|
2015
Q3 | $63.7M | Sell |
454,938
-719,221
| -61% | -$108M | 0.02% | 665 |
|
|
2015
Q2 | $193M | Buy |
1,174,159
+467,723
| +66% | +$74.7M | 0.07% | 314 |
|
|
2015
Q1 | $109M | Sell |
706,436
-716,020
| -50% | -$102M | 0.04% | 478 |
|
|
2014
Q4 | $179M | Buy |
1,422,456
+342,199
| +32% | +$42.3M | 0.07% | 320 |
|
|
2014
Q3 | $129M | Buy |
1,080,257
+167,248
| +18% | +$19.2M | 0.05% | 415 |
|
|
2014
Q2 | $98.3M | Buy |
913,009
+28,208
| +3% | +$2.91M | 0.04% | 521 |
|
|
2014
Q1 | $88.1M | Sell |
884,801
-99,411
| -10% | -$8.99M | 0.04% | 517 |
|
|
2013
Q4 | $90.9M | Buy |
984,212
+41,079
| +4% | +$3.65M | 0.04% | 491 |
|
|
2013
Q3 | $78.9M | Buy |
943,133
+92,067
| +11% | +$7.89M | 0.04% | 492 |
|
|
2013
Q2 | $69.7M | Buy |
+851,066
| New | +$63.7M | 0.04% | 512 |
|
Other funds holding ELV
VCM
VPM
Morgan Stanley's ELV Position: Q1 2026 in Review
Morgan Stanley increased its Elevance Health (ELV) stake by 4.3% in Q1 2026, buying an estimated $35.5M and bringing the position to 2,629,104 shares worth $770M. The position accounts for 0.05% of the portfolio, ranked #388.
Morgan Stanley first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.74B in Q4 2023. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Morgan Stanley held 2,629,104 shares of Elevance Health worth $770M as of Q1 2026.
- Morgan Stanley bought 107,981 Elevance Health shares in Q1 2026, an estimated $35.5M.
- Elevance Health made up 0.05% of Morgan Stanley's portfolio in Q1 2026, its #388 holding.
- Morgan Stanley first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Elevance Health position peaked at $2.74B in Q4 2023.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.