SL
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Salomon & Ludwin’s Elevance Health ELV Stock Holding History

Salomon & Ludwin’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 		$68.9K Sell
229
-36
-14% -$11.8K 0.01% 358
2025
Q4 		$96.3K Buy
265
+36
+16% +$12.2K 0.01% 245
2025
Q3 		$80.3K Buy
229
+95
+71% +$29.5K 0.01% 271
2025
Q2 		$46.9K Sell
134
-1
-0.7% -$402 ﹤0.01% 273
2025
Q1 		$58.7K Hold
135
– – 0.01% 234
2024
Q4 		$49.8K Sell
135
-16
-11% -$6.7K 0.01% 245
2024
Q3 		$78.5K Hold
151
– – 0.01% 217
2024
Q2 		$81.8K Sell
151
-1,730
-92% -$914K 0.01% 213
2024
Q1 		$975K Hold
1,881
– – 0.08% 91
2023
Q4 		$819K Hold
1,881
– – 0.09% 89
2023
Q3 		$819K Sell
1,881
-61
-3% -$27.7K 0.09% 89
2023
Q2 		$863K Sell
1,942
-28
-1% -$12.9K 0.09% 82
2023
Q1 		$906K Hold
1,970
– – 0.11% 77
2022
Q4 		$1.01M Buy
1,970
+78
+4% +$39.6K 0.13% 74
2022
Q3 		$859K Buy
1,892
+1,078
+132% +$516K 0.13% 67
2022
Q2 		$393K Buy
814
+354
+77% +$175K 0.06% 89
2022
Q1 		$226K Hold
460
– – 0.03% 115
2021
Q4 		$213K Buy
+460
New +$194K 0.03% 107
2019
Q2 		– Sell
-16
Closed -$5K – 227
2019
Q1 		$5K Buy
+16
New +$4.63K ﹤0.01% 188

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

Salomon & Ludwin's ELV Position: Q1 2026 in Review

Salomon & Ludwin reduced its Elevance Health (ELV) stake by 14% in Q1 2026, selling an estimated $11.8K and leaving 229 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #358.

Salomon & Ludwin first reported a position in ELV in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Salomon & Ludwin held 229 shares of Elevance Health worth $68.9K as of Q1 2026.
  • Salomon & Ludwin sold 36 Elevance Health shares in Q1 2026, an estimated $11.8K.
  • Elevance Health made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #358 holding.
  • Salomon & Ludwin first reported a position in Elevance Health in Q1 2019 and has held it in 19 quarters since.
  • Salomon & Ludwin's Elevance Health position peaked at $1.01M in Q4 2022.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.