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Perennial Investment Advisors’s Elevance Health ELV Stock Holding History

Perennial Investment 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 		$535K Sell
1,828
-118
-6% -$38.8K 0.04% 289
2025
Q4 		$682K Sell
1,946
-7
-0.4% -$2.37K 0.05% 236
2025
Q3 		$631K Buy
1,953
+1,309
+203% +$407K 0.05% 246
2025
Q2 		$251K Buy
644
+177
+38% +$71.2K 0.02% 397
2025
Q1 		$203K Buy
+467
New +$187K 0.02% 410

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

Perennial Investment Advisors's ELV Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Elevance Health (ELV) stake by 6.1% in Q1 2026, selling an estimated $38.8K and leaving 1,828 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #289.

Perennial Investment Advisors first reported a position in ELV in Q1 2025 and has held it in 5 quarters since. The position peaked at $682K in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Perennial Investment Advisors held 1,828 shares of Elevance Health worth $535K as of Q1 2026.
  • Perennial Investment Advisors sold 118 Elevance Health shares in Q1 2026, an estimated $38.8K.
  • Elevance Health made up 0.04% of Perennial Investment Advisors's portfolio in Q1 2026, its #289 holding.
  • Perennial Investment Advisors first reported a position in Elevance Health in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's Elevance Health position peaked at $682K in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.