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New Age Alpha Advisors’s Elevance Health ELV Stock Holding History

New Age Alpha 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 		$2.48M Sell
8,487
-265
-3% -$87.1K 0.12% 258
2025
Q4 		$3.07M Buy
8,752
+590
+7% +$199K 0.13% 231
2025
Q3 		$2.64M Sell
8,162
-106
-1% -$33K 0.11% 251
2025
Q2 		$3.22M Sell
8,268
-2,179
-21% -$876K 0.14% 213
2025
Q1 		$4.54M Buy
10,447
+109
+1% +$43.8K 0.2% 142
2024
Q4 		$3.81M Buy
10,338
+10,309
+35,548% +$4.31M 0.15% 189
2024
Q3 		$15.1K Buy
+29
New +$15.5K 0.01% 154

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

New Age Alpha Advisors's ELV Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Elevance Health (ELV) stake by 3% in Q1 2026, selling an estimated $87.1K and leaving 8,487 shares worth $2.48M. The position accounts for 0.12% of the portfolio, ranked #258.

New Age Alpha Advisors first reported a position in ELV in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.54M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • New Age Alpha Advisors held 8,487 shares of Elevance Health worth $2.48M as of Q1 2026.
  • New Age Alpha Advisors sold 265 Elevance Health shares in Q1 2026, an estimated $87.1K.
  • Elevance Health made up 0.12% of New Age Alpha Advisors's portfolio in Q1 2026, its #258 holding.
  • New Age Alpha Advisors first reported a position in Elevance Health in Q3 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Elevance Health position peaked at $4.54M in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.