Palisades Hudson Asset Management’s Elevance Health ELV Stock Holding History

Palisades Hudson Asset 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	$265K	Hold	906	–	–	0.1%	86
2025 Q4	$318K	Hold	906	–	–	0.12%	75
2025 Q3	$293K	Hold	906	–	–	0.11%	84
2025 Q2	$352K	Sell	906 -71	-7%	-$28.6K	0.14%	72
2025 Q1	$425K	Hold	977	–	–	0.19%	56
2024 Q4	$360K	Sell	977 -1	-0.1%	-$418	0.15%	69
2024 Q3	$509K	Sell	978 -260	-21%	-$139K	0.21%	59
2024 Q2	$671K	Hold	1,238	–	–	0.31%	41
2024 Q1	$642K	Sell	1,238 -126	-9%	-$62.7K	0.29%	45
2023 Q4	$643K	Buy	1,364 +1	+0.1%	+$462	0.31%	42
2023 Q3	$593K	Sell	1,363 -2	-0.1%	-$907	0.32%	42
2023 Q2	$607K	Hold	1,365	–	–	0.32%	41
2023 Q1	$628K	Hold	1,365	–	–	0.34%	40
2022 Q4	$700K	Hold	1,365	–	–	0.39%	31
2022 Q3	$620K	Hold	1,365	–	–	0.38%	34
2022 Q2	$659K	Sell	1,365 -104	-7%	-$51.5K	0.37%	36
2022 Q1	$721K	Buy	1,469 +1	+0.1%	+$457	0.34%	35
2021 Q4	$680K	Hold	1,468	–	–	0.29%	40
2021 Q3	$547K	Hold	1,468	–	–	0.25%	51
2021 Q2	$560K	Hold	1,468	–	–	0.25%	46
2021 Q1	$527K	Hold	1,468	–	–	0.25%	46
2020 Q4	$471K	Hold	1,468	–	–	0.24%	51
2020 Q3	$394K	Hold	1,468	–	–	0.25%	53
2020 Q2	$386K	Hold	1,468	–	–	0.26%	50
2020 Q1	$333K	Hold	1,468	–	–	0.28%	51
2019 Q4	$443K	Sell	1,468 -180	-11%	-$49.5K	0.28%	48
2019 Q3	$396K	Hold	1,648	–	–	0.28%	48
2019 Q2	$465K	Hold	1,648	–	–	0.32%	42
2019 Q1	$473K	Sell	1,648 -150	-8%	-$43.4K	0.31%	42
2018 Q4	$472K	Sell	1,798 -185	-9%	-$50.9K	0.28%	43
2018 Q3	$543K	Hold	1,983	–	–	0.28%	39
2018 Q2	$472K	Hold	1,983	–	–	0.25%	43
2018 Q1	$436K	Hold	1,983	–	–	0.24%	47
2017 Q4	$446K	Hold	1,983	–	–	0.25%	49
2017 Q3	$377K	Hold	1,983	–	–	0.21%	61
2017 Q2	$373K	Hold	1,983	–	–	0.22%	57
2017 Q1	$328K	Hold	1,983	–	–	0.21%	62
2016 Q4	$285K	Sell	1,983 -700	-26%	-$93.7K	0.17%	69
2016 Q3	$336K	Hold	2,683	–	–	0.26%	52
2016 Q2	$352K	Sell	2,683 -536	-17%	-$73.3K	0.29%	48
2016 Q1	$447K	Hold	3,219	–	–	0.35%	34
2015 Q4	$449K	Sell	3,219 -489	-13%	-$67.4K	0.38%	35
2015 Q3	$519K	Hold	3,708	–	–	0.46%	30
2015 Q2	$609K	Sell	3,708 -313	-8%	-$50K	0.53%	22
2015 Q1	$621K	Hold	4,021	–	–	0.48%	17
2014 Q4	$505K	Sell	4,021 -830	-17%	-$103K	0.4%	28
2014 Q3	$580K	Hold	4,851	–	–	0.48%	20
2014 Q2	$522K	Hold	4,851	–	–	0.43%	22
2014 Q1	$483K	Hold	4,851	–	–	0.42%	23
2013 Q4	$448K	Hold	4,851	–	–	0.37%	25
2013 Q3	$406K	Hold	4,851	–	–	0.37%	25
2013 Q2	$397K	Buy	+4,851	New	+$363K	0.38%	27

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

Palisades Hudson Asset Management's ELV Position: Q1 2026 in Review

Palisades Hudson Asset Management held its Elevance Health (ELV) position steady in Q1 2026 at 906 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #86.

Palisades Hudson Asset Management first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $721K in Q1 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Palisades Hudson Asset Management held 906 shares of Elevance Health worth $265K as of Q1 2026.
Palisades Hudson Asset Management left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.1% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #86 holding.
Palisades Hudson Asset Management first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
Palisades Hudson Asset Management's Elevance Health position peaked at $721K in Q1 2022.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.