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Naples Global Advisors’s Elevance Health ELV Stock Holding History

Naples 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 		$542K Buy
1,850
+5
+0.3% +$1.64K 0.04% 315
2025
Q4 		$647K Sell
1,845
-169
-8% -$57.1K 0.05% 284
2025
Q3 		$651K Buy
2,014
+1,133
+129% +$352K 0.05% 286
2025
Q2 		$343K Sell
881
-60
-6% -$24.1K 0.03% 350
2025
Q1 		$409K Sell
941
-799
-46% -$321K 0.04% 325
2024
Q4 		$642K Buy
1,740
+480
+38% +$201K 0.06% 265
2024
Q3 		$655K Buy
1,260
+120
+11% +$64.1K 0.06% 263
2024
Q2 		$618K Buy
1,140
+40
+4% +$21.1K 0.06% 258
2024
Q1 		$570K Buy
+1,100
New +$547K 0.06% 272

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

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

Naples Global Advisors increased its Elevance Health (ELV) stake by 0.27% in Q1 2026, buying an estimated $1.64K and bringing the position to 1,850 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #315.

Naples Global Advisors first reported a position in ELV in Q1 2024 and has held it in 9 quarters since. The position peaked at $655K in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Naples Global Advisors held 1,850 shares of Elevance Health worth $542K as of Q1 2026.
  • Naples Global Advisors bought 5 Elevance Health shares in Q1 2026, an estimated $1.64K.
  • Elevance Health made up 0.04% of Naples Global Advisors's portfolio in Q1 2026, its #315 holding.
  • Naples Global Advisors first reported a position in Elevance Health in Q1 2024 and has held it in 9 quarters since.
  • Naples Global Advisors's Elevance Health position peaked at $655K in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.