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Sendero Wealth Management’s Elevance Health ELV Stock Holding History

Sendero Wealth 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 		$816K Buy
2,789
+995
+55% +$327K 0.09% 123
2025
Q4 		$629K Sell
1,794
-6
-0.3% -$2.03K 0.07% 142
2025
Q3 		$582K Sell
1,800
-42
-2% -$13.1K 0.07% 136
2025
Q2 		$716K Buy
1,842
+61
+3% +$24.5K 0.09% 127
2025
Q1 		$775K Buy
1,781
+7
+0.4% +$2.81K 0.11% 112
2024
Q4 		$654K Hold
1,774
– – 0.1% 113
2024
Q3 		$922K Hold
1,774
– – 0.15% 84
2024
Q2 		$961K Hold
1,774
– – 0.16% 79
2024
Q1 		$920K Sell
1,774
-694
-28% -$345K 0.16% 86
2023
Q4 		$1.16M Buy
2,468
+492
+25% +$228K 0.22% 72
2023
Q3 		$860K Buy
1,976
+1,053
+114% +$478K 0.18% 78
2023
Q2 		$410K Buy
923
+57
+7% +$26.3K 0.09% 121
2023
Q1 		$398K Buy
866
+110
+15% +$52.3K 0.12% 78
2022
Q4 		$388K Sell
756
-143
-16% -$72.6K 0.14% 77
2022
Q3 		$408K Buy
899
+198
+28% +$94.7K 0.17% 70
2022
Q2 		$338K Buy
701
+74
+12% +$36.6K 0.32% 70
2022
Q1 		$308K Sell
627
-226
-26% -$103K 0.14% 75
2021
Q4 		$395K Buy
+853
New +$359K 0.18% 66

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

Sendero Wealth Management's ELV Position: Q1 2026 in Review

Sendero Wealth Management increased its Elevance Health (ELV) stake by 55% in Q1 2026, buying an estimated $327K and bringing the position to 2,789 shares worth $816K. The position accounts for 0.09% of the portfolio, ranked #123.

Sendero Wealth Management first reported a position in ELV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2023. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Sendero Wealth Management held 2,789 shares of Elevance Health worth $816K as of Q1 2026.
  • Sendero Wealth Management bought 995 Elevance Health shares in Q1 2026, an estimated $327K.
  • Elevance Health made up 0.09% of Sendero Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Sendero Wealth Management first reported a position in Elevance Health in Q4 2021 and has held it in 18 quarters since.
  • Sendero Wealth Management's Elevance Health position peaked at $1.16M in Q4 2023.
  • 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.