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Morningstar Investment Management’s Elevance Health ELV Stock Holding History

Morningstar Investment 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 		– Sell
-675
Closed -$237K – 329
2025
Q4 		$237K Sell
675
-10,889
-94% -$3.68M 0.01% 318
2025
Q3 		$3.74M Buy
+11,564
New +$3.6M 0.14% 174

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Morningstar Investment Management's ELV Position: Q1 2026 in Review

Morningstar Investment Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 675 shares — an estimated $237K sold.

Morningstar Investment Management first reported a position in ELV in Q3 2025 and held it in 2 quarters. The position peaked at $3.74M in Q3 2025. 1,467 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Morningstar Investment Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 675 Elevance Health shares in Q1 2026, an estimated $237K.
  • Morningstar Investment Management first reported a position in Elevance Health in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Elevance Health position peaked at $3.74M in Q3 2025.
  • 1,467 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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