Plato Investment Management’s Elevance Health ELV Stock Holding History

Plato Investment 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	$235K	Sell	803 -2,107	-72%	-$692K	0.02%	398
2025 Q4	$1.03M	Sell	2,910 -299	-9%	-$101K	0.07%	262
2025 Q3	$1.03M	Sell	3,209 -2,018	-39%	-$628K	0.07%	257
2025 Q2	$2.03M	Buy	5,227 +4	+0.1%	+$1.61K	0.15%	150
2025 Q1	$2.3M	Sell	5,223 -414	-7%	-$166K	0.19%	126
2024 Q4	$2.09M	Sell	5,637 -753	-12%	-$315K	0.15%	146
2024 Q3	$3.32M	Buy	6,390 +392	+7%	+$209K	0.27%	90
2024 Q2	$3.25M	Buy	5,998 +152	+3%	+$80.3K	0.3%	77
2024 Q1	$3.03M	Buy	5,846 +4,758	+437%	+$2.37M	0.31%	81
2023 Q4	$513K	Buy	+1,088	New	+$503K	0.63%	34

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

Plato Investment Management's ELV Position: Q1 2026 in Review

Plato Investment Management reduced its Elevance Health (ELV) stake by 72% in Q1 2026, selling an estimated $692K and leaving 803 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #398.

Plato Investment Management first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.32M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Plato Investment Management held 803 shares of Elevance Health worth $235K as of Q1 2026.
Plato Investment Management sold 2,107 Elevance Health shares in Q1 2026, an estimated $692K.
Elevance Health made up 0.02% of Plato Investment Management's portfolio in Q1 2026, its #398 holding.
Plato Investment Management first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Elevance Health position peaked at $3.32M in Q3 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.