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Principal Securities’s Elevance Health ELV Stock Holding History

Principal Securities’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 		$6.14M Buy
20,959
+2,110
+11% +$693K 0.09% 210
2025
Q4 		$6.61M Sell
18,849
-2,951
-14% -$997K 0.1% 189
2025
Q3 		$7.04M Buy
21,800
+1,465
+7% +$456K 0.12% 166
2025
Q2 		$7.91M Buy
20,335
+1,961
+11% +$789K 0.15% 136
2025
Q1 		$6.78M Hold
18,374
– – 0.15% 133
2024
Q4 		$6.78M Buy
18,374
+2,475
+16% +$1.04M 0.15% 132
2024
Q3 		$8.27M Buy
15,899
+2,369
+18% +$1.27M 0.2% 95
2024
Q2 		$7.33M Buy
13,530
+2,097
+18% +$1.11M 0.2% 92
2024
Q1 		$5.93M Buy
11,433
+1,149
+11% +$571K 0.18% 112
2023
Q4 		$4.85M Buy
+10,284
New +$4.76M 0.18% 115

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

Principal Securities's ELV Position: Q1 2026 in Review

Principal Securities increased its Elevance Health (ELV) stake by 11% in Q1 2026, buying an estimated $693K and bringing the position to 20,959 shares worth $6.14M. The position accounts for 0.09% of the portfolio, ranked #210.

Principal Securities first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.27M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Principal Securities held 20,959 shares of Elevance Health worth $6.14M as of Q1 2026.
  • Principal Securities bought 2,110 Elevance Health shares in Q1 2026, an estimated $693K.
  • Elevance Health made up 0.09% of Principal Securities's portfolio in Q1 2026, its #210 holding.
  • Principal Securities first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Elevance Health position peaked at $8.27M in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.