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Sienna Gestion’s Elevance Health ELV Stock Holding History

Sienna Gestion’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 		$1.02M Sell
3,541
-15,145
-81% -$4.98M 0.07% 121
2025
Q4 		$6.49M Buy
18,686
+1,976
+12% +$668K 0.39% 91
2025
Q3 		$4.92M Hold
16,710
– – 0.34% 100
2025
Q2 		$5.93M Buy
16,710
+1,506
+10% +$606K 0.41% 86
2025
Q1 		$6.43M Sell
15,204
-1,615
-10% -$648K 0.52% 73
2024
Q4 		$6.2M Hold
16,819
– – 0.42% 87
2024
Q3 		$8.72M Buy
16,819
+3,825
+29% +$2.04M 0.58% 63
2024
Q2 		$7.04M Buy
12,994
+81
+0.6% +$42.8K 0.63% 59
2024
Q1 		$6.7M Buy
+12,913
New +$6.42M 0.58% 69

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

Sienna Gestion's ELV Position: Q1 2026 in Review

Sienna Gestion reduced its Elevance Health (ELV) stake by 81% in Q1 2026, selling an estimated $4.98M and leaving 3,541 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #121.

Sienna Gestion first reported a position in ELV in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.72M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Sienna Gestion held 3,541 shares of Elevance Health worth $1.02M as of Q1 2026.
  • Sienna Gestion sold 15,145 Elevance Health shares in Q1 2026, an estimated $4.98M.
  • Elevance Health made up 0.07% of Sienna Gestion's portfolio in Q1 2026, its #121 holding.
  • Sienna Gestion first reported a position in Elevance Health in Q1 2024 and has held it in 9 quarters since.
  • Sienna Gestion's Elevance Health position peaked at $8.72M in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Sienna Gestion's 13F filing for Q1 2026, filed 15 May 2026.