NEOS Investment Management’s Elevance Health ELV Stock Holding History

NEOS 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	$9.13M	Sell	31,182 -2,422	-7%	-$796K	0.05%	255
2025 Q4	$11.8M	Buy	33,604 +4,633	+16%	+$1.57M	0.07%	206
2025 Q3	$9.36M	Buy	28,971 +9,101	+46%	+$2.83M	0.07%	209
2025 Q2	$7.73M	Buy	19,870 +6,183	+45%	+$2.49M	0.1%	177
2025 Q1	$5.95M	Buy	13,687 +2,504	+22%	+$1.01M	0.11%	174
2024 Q4	$4.13M	Buy	11,183 +2,483	+29%	+$1.04M	0.1%	191
2024 Q3	$4.52M	Buy	8,700 +1,624	+23%	+$868K	0.14%	141
2024 Q2	$3.83M	Buy	7,076 +1,992	+39%	+$1.05M	0.16%	121
2024 Q1	$2.64M	Buy	5,084 +1,824	+56%	+$907K	0.16%	119
2023 Q4	$1.54M	Buy	3,260 +1,013	+45%	+$468K	0.15%	140
2023 Q3	$978K	Buy	+2,247	New	+$1.02M	0.13%	150

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

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

NEOS Investment Management reduced its Elevance Health (ELV) stake by 7.2% in Q1 2026, selling an estimated $796K and leaving 31,182 shares worth $9.13M. The position accounts for 0.05% of the portfolio, ranked #255.

NEOS Investment Management first reported a position in ELV in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

NEOS Investment Management held 31,182 shares of Elevance Health worth $9.13M as of Q1 2026.
NEOS Investment Management sold 2,422 Elevance Health shares in Q1 2026, an estimated $796K.
Elevance Health made up 0.05% of NEOS Investment Management's portfolio in Q1 2026, its #255 holding.
NEOS Investment Management first reported a position in Elevance Health in Q3 2023 and has held it in 11 quarters since.
NEOS Investment Management's Elevance Health position peaked at $11.8M in Q4 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.