NPCM
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North Peak Capital Management’s Elevance Health ELV Stock Holding History

North Peak 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 		– Sell
-138,991
Closed -$48.7M – 8
2025
Q4 		$48.7M Sell
138,991
-113,818
-45% -$38.5M 4.14% 8
2025
Q3 		$81.7M Sell
252,809
-148,861
-37% -$46.3M 7.16% 6
2025
Q2 		$156M Buy
401,670
+115,460
+40% +$46.4M 12.27% 4
2025
Q1 		$124M Buy
286,210
+91,596
+47% +$36.8M 12.5% 4
2024
Q4 		$71.8M Buy
+194,614
New +$81.4M 9.51% 6

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

North Peak Capital Management's ELV Position: Q1 2026 in Review

North Peak Capital Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 138,991 shares — an estimated $48.7M sold.

North Peak Capital Management first reported a position in ELV in Q4 2024 and held it in 5 quarters. The position peaked at $156M in Q2 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • North Peak Capital Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • North Peak Capital Management sold 138,991 Elevance Health shares in Q1 2026, an estimated $48.7M.
  • North Peak Capital Management first reported a position in Elevance Health in Q4 2024 and held it in 5 quarters.
  • North Peak Capital Management's Elevance Health position peaked at $156M in Q2 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on North Peak Capital Management's 13F filing for Q1 2026, filed 14 May 2026.