Pallas Capital Advisors’s Elevance Health ELV Stock Holding History

Pallas Capital 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	$316K	Sell	1,078 -1,771	-62%	-$582K	0.01%	624
2025 Q4	$999K	Sell	2,849 -94	-3%	-$31.8K	0.03%	357
2025 Q3	$951K	Buy	2,943 +2,343	+391%	+$729K	0.04%	356
2025 Q2	$234K	Sell	600 -2,988	-83%	-$1.2M	0.01%	725
2025 Q1	$1.56M	Buy	+3,588	New	+$1.44M	0.06%	221
2022 Q2	–	Sell	-420	Closed	-$217K	–	234
2022 Q1	$217K	Sell	420 -166	-28%	-$75.9K	0.03%	223
2021 Q4	$259K	Buy	586 +68	+13%	+$28.6K	0.03%	269
2021 Q3	$220K	Buy	+518	New	+$197K	0.02%	357

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

Pallas Capital Advisors's ELV Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Elevance Health (ELV) stake by 62% in Q1 2026, selling an estimated $582K and leaving 1,078 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #624.

Pallas Capital Advisors first reported a position in ELV in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.56M in Q1 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Pallas Capital Advisors held 1,078 shares of Elevance Health worth $316K as of Q1 2026.
Pallas Capital Advisors sold 1,771 Elevance Health shares in Q1 2026, an estimated $582K.
Elevance Health made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #624 holding.
Pallas Capital Advisors first reported a position in Elevance Health in Q3 2021 and has held it in 8 quarters since.
Pallas Capital Advisors's Elevance Health position peaked at $1.56M in Q1 2025.
1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.