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Smartleaf Asset Management’s Elevance Health ELV Stock Holding History

Smartleaf Asset 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 		$851K Sell
2,988
-105
-3% -$34.5K 0.03% 434
2025
Q4 		$1.08M Buy
3,093
+601
+24% +$203K 0.04% 361
2025
Q3 		$797K Buy
2,492
+478
+24% +$149K 0.05% 367
2025
Q2 		$768K Sell
2,014
-149
-7% -$59.9K 0.07% 298
2025
Q1 		$934K Buy
2,163
+32
+2% +$12.8K 0.09% 245
2024
Q4 		$786K Sell
2,131
-64
-3% -$26.8K 0.08% 261
2024
Q3 		$1.15M Buy
2,195
+270
+14% +$144K 0.14% 168
2024
Q2 		$1.03M Buy
1,925
+768
+66% +$406K 0.17% 143
2024
Q1 		$602K Buy
1,157
+423
+58% +$210K 0.12% 198
2023
Q4 		$334K Buy
+734
New +$339K 0.09% 221

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

Smartleaf Asset Management's ELV Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Elevance Health (ELV) stake by 3.4% in Q1 2026, selling an estimated $34.5K and leaving 2,988 shares worth $851K. The position accounts for 0.03% of the portfolio, ranked #434.

Smartleaf Asset Management first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2024. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Smartleaf Asset Management held 2,988 shares of Elevance Health worth $851K as of Q1 2026.
  • Smartleaf Asset Management sold 105 Elevance Health shares in Q1 2026, an estimated $34.5K.
  • Elevance Health made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #434 holding.
  • Smartleaf Asset Management first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Elevance Health position peaked at $1.15M in Q3 2024.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.