Occudo Quantitative Strategies’s Elevance Health ELV Stock Holding History

Occudo Quantitative Strategies’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	$2.13M	Buy	+5,654	New	+$1.86M	0.12%	248
2025 Q4	–	Sell	-1,426	Closed	-$461K	–	748
2025 Q3	$461K	Buy	1,426 +492	+53%	+$153K	0.06%	411
2025 Q2	$363K	Buy	+934	New	+$376K	0.04%	420
2025 Q1	–	Sell	-9,574	Closed	-$3.53M	–	719
2024 Q4	$3.53M	Buy	+9,574	New	+$4.01M	0.64%	25
2023 Q4	–	Sell	-5,389	Closed	-$2.35M	–	899
2023 Q3	$2.35M	Sell	5,389 -323	-6%	-$147K	0.3%	70
2023 Q2	$2.54M	Buy	+5,712	New	+$2.64M	0.26%	89
2023 Q1	–	Sell	-3,586	Closed	-$1.84M	–	978
2022 Q4	$1.84M	Buy	3,586 +2,799	+356%	+$1.42M	0.21%	135
2022 Q3	$357K	Sell	787 -5,163	-87%	-$2.47M	0.03%	789
2022 Q2	$2.87M	Buy	+5,950	New	+$2.94M	0.24%	108
2022 Q1	–	Sell	-1,755	Closed	-$814K	–	1174
2021 Q4	$814K	Buy	1,755 +883	+101%	+$371K	0.07%	434
2021 Q3	$325K	Buy	+872	New	+$331K	0.04%	700
2021 Q1	–	Sell	-1,041	Closed	-$334K	–	800
2020 Q4	$334K	Buy	+1,041	New	+$319K	0.1%	374

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

Occudo Quantitative Strategies's ELV Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in Elevance Health (ELV) in Q1 2026: 5,654 shares worth $2.13M. The stake represents 0.12% of the portfolio and ranks #248 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in ELV as recently as Q3 2025.

Occudo Quantitative Strategies first reported a position in ELV in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.53M in Q4 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Occudo Quantitative Strategies held 5,654 shares of Elevance Health worth $2.13M as of Q1 2026.
Elevance Health was a new Occudo Quantitative Strategies position in Q1 2026.
Elevance Health made up 0.12% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #248 holding.
Occudo Quantitative Strategies first reported a position in Elevance Health in Q4 2020 and has held it in 12 quarters since.
Occudo Quantitative Strategies's Elevance Health position peaked at $3.53M in Q4 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.