Naviter Wealth’s Elevance Health ELV Stock Holding History

Naviter Wealth’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	$277K	Sell	945 -350	-27%	-$115K	0.03%	241
2025 Q4	$454K	Sell	1,295 -240	-16%	-$81.1K	0.06%	206
2025 Q3	$496K	Sell	1,535 -436	-22%	-$136K	0.06%	202
2025 Q2	$767K	Sell	1,971 -360	-15%	-$145K	0.09%	176
2025 Q1	$1.01M	Sell	2,331 -1,193	-34%	-$479K	0.12%	172
2024 Q4	$1.3M	Buy	+3,524	New	+$1.47M	0.16%	151
2024 Q1	–	Sell	-1,808	Closed	-$853K	–	238
2023 Q4	$853K	Buy	1,808 +390	+28%	+$180K	0.17%	149
2023 Q3	$617K	Buy	1,418 +100	+8%	+$45.4K	0.15%	159
2023 Q2	$586K	Buy	1,318 +139	+12%	+$64.1K	0.15%	166
2023 Q1	$542K	Buy	+1,179	New	+$561K	0.19%	144

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Naviter Wealth's ELV Position: Q1 2026 in Review

Naviter Wealth reduced its Elevance Health (ELV) stake by 27% in Q1 2026, selling an estimated $115K and leaving 945 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #241.

Naviter Wealth first reported a position in ELV in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2024. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Naviter Wealth held 945 shares of Elevance Health worth $277K as of Q1 2026.
Naviter Wealth sold 350 Elevance Health shares in Q1 2026, an estimated $115K.
Elevance Health made up 0.03% of Naviter Wealth's portfolio in Q1 2026, its #241 holding.
Naviter Wealth first reported a position in Elevance Health in Q1 2023 and has held it in 10 quarters since.
Naviter Wealth's Elevance Health position peaked at $1.3M in Q4 2024.
1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.