PMA
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Prudent Man Advisors’s Elevance Health ELV Stock Holding History

Prudent Man 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 		$322K Buy
1,101
+382
+53% +$126K 0.1% 123
2025
Q4 		$252K Hold
719
– – 0.09% 126
2025
Q3 		$232K Sell
719
-539
-43% -$168K 0.09% 128
2025
Q2 		$489K Buy
1,258
+1
+0.1% +$402 0.16% 121
2025
Q1 		$547K Buy
1,257
+28
+2% +$11.2K 0.2% 115
2024
Q4 		$453K Sell
1,229
-253
-17% -$106K 0.16% 120
2024
Q3 		$771K Sell
1,482
-26
-2% -$13.9K 0.26% 93
2024
Q2 		$817K Buy
1,508
+68
+5% +$35.9K 0.29% 82
2024
Q1 		$747K Sell
1,440
-2
-0.1% -$995 0.28% 87
2023
Q4 		$680K Sell
1,442
-93
-6% -$43K 0.25% 89
2023
Q3 		$668K Buy
1,535
+5
+0.3% +$2.27K 0.27% 88
2023
Q2 		$680K Sell
1,530
-22
-1% -$10.1K 0.26% 84
2023
Q1 		$714K Sell
1,552
-38
-2% -$18.1K 0.28% 80
2022
Q4 		$816K Buy
1,590
+6
+0.4% +$3.05K 0.33% 69
2022
Q3 		$720K Sell
1,584
-242
-13% -$116K 0.34% 60
2022
Q2 		$881K Buy
1,826
+440
+32% +$218K 0.41% 47
2022
Q1 		$681K Sell
1,386
-20
-1% -$9.14K 0.28% 76
2021
Q4 		$652K Sell
1,406
-432
-24% -$182K 0.25% 81
2021
Q3 		$685K Sell
1,838
-39
-2% -$14.8K 0.26% 79
2021
Q2 		$717K Sell
1,877
-30
-2% -$11.5K 0.28% 75
2021
Q1 		$685K Buy
1,907
+49
+3% +$15.8K 0.29% 74
2020
Q4 		$597K Sell
1,858
-26
-1% -$7.98K 0.25% 78
2020
Q3 		$506K Buy
1,884
+14
+0.7% +$3.77K 0.27% 78
2020
Q2 		$492K Buy
+1,870
New +$499K 0.44% 64

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

Prudent Man Advisors's ELV Position: Q1 2026 in Review

Prudent Man Advisors increased its Elevance Health (ELV) stake by 53% in Q1 2026, buying an estimated $126K and bringing the position to 1,101 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #123.

Prudent Man Advisors first reported a position in ELV in Q2 2020 and has held it in 24 quarters since. The position peaked at $881K in Q2 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Prudent Man Advisors held 1,101 shares of Elevance Health worth $322K as of Q1 2026.
  • Prudent Man Advisors bought 382 Elevance Health shares in Q1 2026, an estimated $126K.
  • Elevance Health made up 0.1% of Prudent Man Advisors's portfolio in Q1 2026, its #123 holding.
  • Prudent Man Advisors first reported a position in Elevance Health in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Elevance Health position peaked at $881K in Q2 2022.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.