Neo Ivy Capital Management’s Elevance Health ELV Stock Holding History

Neo Ivy Capital 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	$797K	Buy	+2,722	New	+$895K	0.21%	174
2025 Q2	–	Sell	-6,104	Closed	-$2.65M	–	393
2025 Q1	$2.65M	Buy	6,104 +5,129	+526%	+$2.06M	0.85%	24
2024 Q4	$359K	Buy	+975	New	+$408K	0.07%	196
2023 Q4	$715K	Buy	+1,516	New	+$701K	1.6%	18
2023 Q3	–	Sell	-6,411	Closed	-$2.85M	–	358
2023 Q2	$2.85M	Buy	+6,411	New	+$2.96M	1.5%	11
2022 Q1	–	Sell	-19	Closed	-$9K	–	513
2021 Q4	$9K	Sell	19 -579	-97%	-$244K	0.01%	386
2021 Q3	$157K	Sell	598 -85	-12%	-$32.3K	0.18%	181
2021 Q2	$261K	Buy	+683	New	+$261K	0.26%	139
2020 Q3	–	Sell	-598	Closed	-$157K	–	496
2020 Q2	$157K	Sell	598 -219	-27%	-$58.4K	0.18%	181
2020 Q1	$185K	Buy	817 +801	+5,006%	+$218K	0.3%	125
2019 Q4	$5K	Buy	+16	New	+$4.4K	0.01%	238
2019 Q2	–	Sell	-1,639	Closed	-$470K	–	310
2019 Q1	$470K	Buy	+1,639	New	+$474K	0.27%	154

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Neo Ivy Capital Management's ELV Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Elevance Health (ELV) in Q1 2026: 2,722 shares worth $797K. The stake represents 0.21% of the portfolio and ranks #174 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in ELV as recently as Q1 2025.

Neo Ivy Capital Management first reported a position in ELV in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.85M in Q2 2023. 1,466 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Neo Ivy Capital Management held 2,722 shares of Elevance Health worth $797K as of Q1 2026.
Elevance Health was a new Neo Ivy Capital Management position in Q1 2026.
Elevance Health made up 0.21% of Neo Ivy Capital Management's portfolio in Q1 2026, its #174 holding.
Neo Ivy Capital Management first reported a position in Elevance Health in Q1 2019 and has held it in 12 quarters since.
Neo Ivy Capital Management's Elevance Health position peaked at $2.85M in Q2 2023.
1,466 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.