Perbak Capital Partners’s Elevance Health ELV Stock Holding History

Perbak Capital Partners’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	-1,094	Closed	-$384K	–	327
2025 Q4	$384K	Buy	+1,094	New	+$370K	0.12%	104
2025 Q3	–	Sell	-3,549	Closed	-$1.38M	–	323
2025 Q2	$1.38M	Buy	+3,549	New	+$1.43M	0.31%	42
2025 Q1	–	Sell	-726	Closed	-$268K	–	198
2024 Q4	$268K	Sell	726 -5,018	-87%	-$2.1M	0.14%	61
2024 Q3	$2.99M	Buy	5,744 +1,635	+40%	+$873K	2.1%	13
2024 Q2	$2.23M	Buy	+4,109	New	+$2.17M	0.66%	35

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

Perbak Capital Partners's ELV Position: Q1 2026 in Review

Perbak Capital Partners sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 1,094 shares — an estimated $384K sold.

Perbak Capital Partners first reported a position in ELV in Q2 2024 and held it in 5 quarters. The position peaked at $2.99M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Perbak Capital Partners reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
Perbak Capital Partners sold 1,094 Elevance Health shares in Q1 2026, an estimated $384K.
Perbak Capital Partners first reported a position in Elevance Health in Q2 2024 and held it in 5 quarters.
Perbak Capital Partners's Elevance Health position peaked at $2.99M in Q3 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.