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MUFG Securities Americas’s Elevance Health ELV Stock Holding History

MUFG Securities Americas’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 		$1.79M Buy
6,107
+120
+2% +$39.4K 0.12% 171
2025
Q4 		$2.1M Sell
5,987
-86
-1% -$29.1K 0.13% 136
2025
Q3 		$1.96M Buy
6,073
+1,066
+21% +$332K 0.13% 146
2025
Q2 		$1.95M Buy
5,007
+901
+22% +$362K 0.17% 117
2025
Q1 		$1.79M Buy
4,106
+682
+20% +$274K 0.21% 97
2024
Q4 		$1.26M Buy
+3,424
New +$1.43M 0.16% 117

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

MUFG Securities Americas's ELV Position: Q1 2026 in Review

MUFG Securities Americas increased its Elevance Health (ELV) stake by 2% in Q1 2026, buying an estimated $39.4K and bringing the position to 6,107 shares worth $1.79M. The position accounts for 0.12% of the portfolio, ranked #171.

MUFG Securities Americas first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.1M in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • MUFG Securities Americas held 6,107 shares of Elevance Health worth $1.79M as of Q1 2026.
  • MUFG Securities Americas bought 120 Elevance Health shares in Q1 2026, an estimated $39.4K.
  • Elevance Health made up 0.12% of MUFG Securities Americas's portfolio in Q1 2026, its #171 holding.
  • MUFG Securities Americas first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • MUFG Securities Americas's Elevance Health position peaked at $2.1M in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.