SRH Advisors’s Elevance Health ELV Stock Holding History

SRH Advisors’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	–	Sell	-12	Closed	-$4.29K	–	289
2025 Q4	$4.29K	Buy	+12	New	+$4.05K	﹤0.01%	257

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SRH Advisors's ELV Position: Q1 2026 in Review

SRH Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 12 shares — an estimated $4.29K sold.

SRH Advisors first reported a position in ELV in Q4 2025 and held it in 1 quarter. The position peaked at $4.29K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

SRH Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
SRH Advisors sold 12 Elevance Health shares in Q1 2026, an estimated $4.29K.
SRH Advisors first reported a position in Elevance Health in Q4 2025 and held it in 1 quarter.
SRH Advisors's Elevance Health position peaked at $4.29K in Q4 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.