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PDS Planning’s Elevance Health ELV Stock Holding History

PDS Planning’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 		$527K Sell
1,801
-97
-5% -$31.9K 0.03% 256
2025
Q4 		$665K Buy
1,898
+62
+3% +$21K 0.04% 205
2025
Q3 		$593K Sell
1,836
-587
-24% -$183K 0.04% 212
2025
Q2 		$942K Buy
2,423
+414
+21% +$167K 0.07% 136
2025
Q1 		$874K Buy
2,009
+491
+32% +$197K 0.07% 118
2024
Q4 		$560K Sell
1,518
-166
-10% -$69.5K 0.05% 170
2024
Q3 		$876K Buy
1,684
+38
+2% +$20.3K 0.08% 114
2024
Q2 		$892K Buy
1,646
+17
+1% +$8.99K 0.09% 95
2024
Q1 		$845K Buy
1,629
+110
+7% +$54.7K 0.09% 96
2023
Q4 		$716K Sell
1,519
-23
-1% -$10.6K 0.08% 100
2023
Q3 		$671K Sell
1,542
-1
-0.1% -$454 0.09% 101
2023
Q2 		$686K Buy
1,543
+247
+19% +$114K 0.09% 99
2023
Q1 		$596K Buy
1,296
+301
+30% +$143K 0.08% 105
2022
Q4 		$510K Sell
995
-35
-3% -$17.8K 0.08% 93
2022
Q3 		$468K Buy
1,030
+14
+1% +$6.7K 0.09% 92
2022
Q2 		$490K Buy
1,016
+166
+20% +$82.1K 0.09% 93
2022
Q1 		$418K Buy
850
+24
+3% +$11K 0.07% 112
2021
Q4 		$383K Buy
826
+51
+7% +$21.5K 0.07% 115
2021
Q3 		$289K Buy
775
+67
+9% +$25.5K 0.07% 134
2021
Q2 		$270K Buy
708
+26
+4% +$9.94K 0.07% 140
2021
Q1 		$245K Buy
682
+54
+9% +$17.4K 0.07% 132
2020
Q4 		$202K Buy
+628
New +$193K 0.07% 146

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

PDS Planning's ELV Position: Q1 2026 in Review

PDS Planning reduced its Elevance Health (ELV) stake by 5.1% in Q1 2026, selling an estimated $31.9K and leaving 1,801 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #256.

PDS Planning first reported a position in ELV in Q4 2020 and has held it in 22 quarters since. The position peaked at $942K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • PDS Planning held 1,801 shares of Elevance Health worth $527K as of Q1 2026.
  • PDS Planning sold 97 Elevance Health shares in Q1 2026, an estimated $31.9K.
  • Elevance Health made up 0.03% of PDS Planning's portfolio in Q1 2026, its #256 holding.
  • PDS Planning first reported a position in Elevance Health in Q4 2020 and has held it in 22 quarters since.
  • PDS Planning's Elevance Health position peaked at $942K in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.