Schroder Investment Management Group
ELV icon

Schroder Investment Management Group’s Elevance Health ELV Stock Holding History

Schroder Investment Management Group’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 		$29.6M Sell
101,092
-9,071
-8% -$2.98M 0.02% 440
2025
Q4 		$38.6M Sell
110,163
-37,759
-26% -$12.8M 0.03% 371
2025
Q3 		$47.8M Sell
147,922
-1,242,850
-89% -$387M 0.04% 316
2025
Q2 		$541M Buy
1,390,772
+304,689
+28% +$123M 0.46% 45
2025
Q1 		$469M Sell
1,086,083
-82,648
-7% -$33.2M 0.47% 45
2024
Q4 		$431M Sell
1,168,731
-515,503
-31% -$216M 0.41% 54
2024
Q3 		$882M Sell
1,684,234
-375,391
-18% -$201M 0.9% 18
2024
Q2 		$1.12B Buy
2,059,625
+352,755
+21% +$186M 1.23% 14
2024
Q1 		$885M Buy
1,706,870
+213,472
+14% +$106M 1.04% 14
2023
Q4 		$704M Buy
1,493,398
+162,515
+12% +$75.1M 0.91% 18
2023
Q3 		$579M Buy
1,330,883
+204,715
+18% +$92.9M 0.86% 20
2023
Q2 		$500M Sell
1,126,168
-1,141
-0.1% -$526K 0.72% 26
2023
Q1 		$518M Sell
1,127,309
-42,907
-4% -$20.4M 0.77% 23
2022
Q4 		$600M Sell
1,170,216
-22,601
-2% -$11.5M 0.95% 21
2022
Q3 		$542M Sell
1,192,817
-63,739
-5% -$30.5M 0.9% 19
2022
Q2 		$606M Buy
1,256,556
+52,122
+4% +$25.8M 0.92% 15
2022
Q1 		$605M Buy
1,204,434
+36,578
+3% +$16.7M 0.8% 23
2021
Q4 		$541M Buy
1,167,856
+260,555
+29% +$110M 0.71% 26
2021
Q3 		$338M Sell
907,301
-42,143
-4% -$16M 0.52% 37
2021
Q2 		$362M Buy
949,444
+69,080
+8% +$26.4M 0.45% 43
2021
Q1 		$316M Buy
880,364
+151,851
+21% +$48.8M 0.41% 47
2020
Q4 		$234M Sell
728,513
-165,117
-18% -$50.7M 0.33% 58
2020
Q3 		$246M Buy
893,630
+214,339
+32% +$57.7M 0.39% 47
2020
Q2 		$179M Buy
679,291
+67,106
+11% +$17.9M 0.32% 62
2020
Q1 		$138M Sell
612,185
-61,386
-9% -$16.7M 0.3% 70
2019
Q4 		$203M Buy
673,571
+56,223
+9% +$15.5M 0.33% 60
2019
Q3 		$147M Buy
617,348
+500,137
+427% +$137M 0.26% 85
2019
Q2 		$33.1M Buy
117,211
+74,805
+176% +$20.4M 0.06% 330
2019
Q1 		$12.2M Buy
42,406
+5,027
+13% +$1.45M 0.02% 551
2018
Q4 		$9.82K Sell
37,379
-517
-1% -$142K 0.02% 557
2018
Q3 		$10.4M Sell
37,896
-3,598
-9% -$934K 0.02% 598
2018
Q2 		$9.93M Buy
41,494
+29,438
+244% +$6.82M 0.02% 603
2018
Q1 		$2.65M Buy
12,056
+274
+2% +$64.4K ﹤0.01% 824
2017
Q4 		$2.65M Sell
11,782
-101,218
-90% -$21.6M ﹤0.01% 863
2017
Q3 		$21.4M Buy
113,000
+43,670
+63% +$8.31M 0.04% 464
2017
Q2 		$13M Sell
69,330
-94,684
-58% -$17M 0.02% 558
2017
Q1 		$27.4M Sell
164,014
-50,936
-24% -$8.1M 0.05% 397
2016
Q4 		$30.9M Sell
214,950
-192,531
-47% -$25.8M 0.06% 381
2016
Q3 		$51.1M Buy
407,481
+29,656
+8% +$3.83M 0.1% 260
2016
Q2 		$49.6M Buy
377,825
+177,085
+88% +$24.2M 0.1% 260
2016
Q1 		$28.1M Sell
200,740
-82,894
-29% -$11.1M 0.06% 384
2015
Q4 		$39.5M Buy
283,634
+218,047
+332% +$30M 0.08% 295
2015
Q3 		$9.18M Sell
65,587
-304,802
-82% -$45.8M 0.02% 616
2015
Q2 		$60.4M Buy
370,389
+116,437
+46% +$18.6M 0.12% 226
2015
Q1 		$39.7M Sell
253,952
-43,835
-15% -$6.24M 0.08% 310
2014
Q4 		$37.4M Buy
297,787
+153,252
+106% +$18.9M 0.07% 311
2014
Q3 		$17.3M Buy
144,535
+113,810
+370% +$13.1M 0.02% 536
2014
Q2 		$3.31M Buy
30,725
+1,000
+3% +$103K ﹤0.01% 822
2014
Q1 		$2.96M Sell
29,725
-71,295
-71% -$6.45M ﹤0.01% 856
2013
Q4 		$9.33M Sell
101,020
-81,847
-45% -$7.27M 0.01% 656
2013
Q3 		$15.3M Buy
182,867
+47,767
+35% +$4.09M 0.04% 518
2013
Q2 		$11.1M Buy
+135,100
New +$10.1M 0.03% 568

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

Schroder Investment Management Group's ELV Position: Q1 2026 in Review

Schroder Investment Management Group reduced its Elevance Health (ELV) stake by 8.2% in Q1 2026, selling an estimated $2.98M and leaving 101,092 shares worth $29.6M. The position accounts for 0.02% of the portfolio, ranked #440.

Schroder Investment Management Group first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.12B in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Schroder Investment Management Group held 101,092 shares of Elevance Health worth $29.6M as of Q1 2026.
  • Schroder Investment Management Group sold 9,071 Elevance Health shares in Q1 2026, an estimated $2.98M.
  • Elevance Health made up 0.02% of Schroder Investment Management Group's portfolio in Q1 2026, its #440 holding.
  • Schroder Investment Management Group first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
  • Schroder Investment Management Group's Elevance Health position peaked at $1.12B in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.