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Rakuten Investment Management’s Elevance Health ELV Stock Holding History

Rakuten 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 		– Sell
-29,360
Closed -$10.2M – 523
2025
Q4 		$10.2M Sell
29,360
-24,731
-46% -$8.36M 0.03% 159
2025
Q3 		$4.93M Buy
+54,091
New +$16.8M 0.02% 249
2025
Q1 		$9.16M Buy
+21,198
New +$8.51M 0.04% 118
2024
Q3 		$6.89M Buy
13,149
+3,250
+33% +$1.74M 0.04% 86
2024
Q2 		$5.3M Buy
9,899
+3,581
+57% +$1.89M 0.03% 81
2024
Q1 		$3.28M Buy
6,318
+5,736
+986% +$2.85M 0.02% 81
2023
Q4 		$273K Buy
+582
New +$269K ﹤0.01% 86

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

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

Rakuten Investment Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 29,360 shares — an estimated $10.2M sold.

Rakuten Investment Management first reported a position in ELV in Q4 2023 and held it in 7 quarters. The position peaked at $10.2M in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Rakuten Investment Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Rakuten Investment Management sold 29,360 Elevance Health shares in Q1 2026, an estimated $10.2M.
  • Rakuten Investment Management first reported a position in Elevance Health in Q4 2023 and held it in 7 quarters.
  • Rakuten Investment Management's Elevance Health position peaked at $10.2M in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.