SMA
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Sage Mountain Advisors’s Elevance Health ELV Stock Holding History

Sage Mountain 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 		– Sell
-1,782
Closed -$625K – 382
2025
Q4 		$625K Sell
1,782
-66
-4% -$22.3K 0.03% 240
2025
Q3 		$597K Buy
1,848
+285
+18% +$88.6K 0.03% 233
2025
Q2 		$608K Sell
1,563
-26
-2% -$10.5K 0.04% 210
2025
Q1 		$691K Buy
1,589
+340
+27% +$136K 0.05% 170
2024
Q4 		$461K Sell
1,249
-333
-21% -$139K 0.03% 224
2024
Q3 		$822K Sell
1,582
-43
-3% -$23K 0.07% 132
2024
Q2 		$880K Buy
1,625
+473
+41% +$250K 0.08% 108
2024
Q1 		$597K Buy
1,152
+97
+9% +$48.2K 0.06% 135
2023
Q4 		$497K Buy
1,055
+113
+12% +$52.3K 0.06% 131
2023
Q3 		$410K Sell
942
-53
-5% -$24K 0.06% 142
2023
Q2 		$442K Buy
995
+35
+4% +$16.1K 0.06% 125
2023
Q1 		$441K Buy
+960
New +$457K 0.07% 116
2022
Q3 		– Sell
-472
Closed -$228K – 388
2022
Q2 		$228K Sell
472
-145
-24% -$71.7K 0.04% 399
2022
Q1 		$303K Sell
617
-32
-5% -$14.6K 0.05% 382
2021
Q4 		$301K Buy
649
+66
+11% +$27.8K 0.04% 438
2021
Q3 		$217K Sell
583
-34
-6% -$12.9K 0.03% 421
2021
Q2 		$236K Buy
+617
New +$236K 0.04% 359

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

Sage Mountain Advisors's ELV Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 1,782 shares — an estimated $625K sold.

Sage Mountain Advisors first reported a position in ELV in Q2 2021 and held it in 17 quarters. The position peaked at $880K in Q2 2024. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,782 Elevance Health shares in Q1 2026, an estimated $625K.
  • Sage Mountain Advisors first reported a position in Elevance Health in Q2 2021 and held it in 17 quarters.
  • Sage Mountain Advisors's Elevance Health position peaked at $880K in Q2 2024.
  • 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.