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Steward Partners Investment Advisory’s Elevance Health ELV Stock Holding History

Steward Partners Investment Advisory’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 		$9.52M Buy
32,525
+9,068
+39% +$2.98M 0.05% 341
2025
Q4 		$8.22M Sell
23,457
-893
-4% -$302K 0.05% 343
2025
Q3 		$7.87M Buy
24,350
+2,369
+11% +$737K 0.05% 354
2025
Q2 		$8.55M Buy
21,981
+2,606
+13% +$1.05M 0.07% 288
2025
Q1 		$8.43M Buy
19,375
+2,431
+14% +$976K 0.07% 273
2024
Q4 		$6.25M Sell
16,944
-2,442
-13% -$1.02M 0.06% 329
2024
Q3 		$10.1M Buy
19,386
+893
+5% +$477K 0.09% 213
2024
Q2 		$10M Buy
18,493
+1,707
+10% +$902K 0.11% 193
2024
Q1 		$8.7M Buy
16,786
+12,209
+267% +$6.07M 0.1% 224
2023
Q4 		$2.16M Buy
4,577
+840
+22% +$388K 0.03% 486
2023
Q3 		$1.63M Buy
3,737
+626
+20% +$284K 0.03% 521
2023
Q2 		$1.38M Sell
3,111
-33
-1% -$15.2K 0.02% 591
2023
Q1 		$1.45M Sell
3,144
-9
-0.3% -$4.28K 0.02% 562
2022
Q4 		$1.62M Sell
3,153
-532
-14% -$270K 0.03% 515
2022
Q3 		$1.67M Buy
3,685
+340
+10% +$163K 0.03% 482
2022
Q2 		$1.61M Buy
3,345
+4
+0.1% +$1.98K 0.03% 496
2022
Q1 		$1.64M Sell
3,341
-376
-10% -$172K 0.03% 538
2021
Q4 		$1.72M Buy
3,717
+1,800
+94% +$757K 0.03% 531
2021
Q3 		$715K Sell
1,917
-275
-13% -$105K 0.01% 783
2021
Q2 		$837K Sell
2,192
-220
-9% -$84.1K 0.01% 745
2021
Q1 		$866K Buy
2,412
+492
+26% +$158K 0.02% 696
2020
Q4 		$617K Sell
1,920
-62
-3% -$19K 0.01% 697
2020
Q3 		$532K Sell
1,982
-165
-8% -$44.4K 0.01% 652
2020
Q2 		$565K Buy
2,147
+183
+9% +$48.8K 0.02% 589
2020
Q1 		$445K Sell
1,964
-4,506
-70% -$1.23M 0.02% 585
2019
Q4 		$1.95M Sell
6,470
-222
-3% -$61.1K 0.06% 306
2019
Q3 		$1.61M Buy
6,692
+451
+7% +$124K 0.05% 313
2019
Q2 		$1.76M Buy
6,241
+4,318
+225% +$1.18M 0.06% 283
2019
Q1 		$552K Buy
1,923
+58
+3% +$16.8K 0.02% 492
2018
Q4 		$489K Buy
1,865
+1,229
+193% +$338K 0.02% 493
2018
Q3 		$175K Sell
636
-2
-0.3% -$519 0.01% 757
2018
Q2 		$152K Buy
638
+205
+47% +$47.5K 0.01% 727
2018
Q1 		$95K Buy
433
+173
+67% +$40.6K 0.01% 794
2017
Q4 		$58K Buy
260
+157
+152% +$33.4K ﹤0.01% 785
2017
Q3 		$19K Buy
103
+76
+281% +$14.5K ﹤0.01% 954
2017
Q2 		$5K Buy
27
+4
+17% +$719 ﹤0.01% 1211
2017
Q1 		$3K Sell
23
-90
-80% -$14.3K ﹤0.01% 1223
2016
Q4 		$16K Buy
+113
New +$15.1K 0.01% 473

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

Steward Partners Investment Advisory's ELV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Elevance Health (ELV) stake by 39% in Q1 2026, buying an estimated $2.98M and bringing the position to 32,525 shares worth $9.52M. The position accounts for 0.05% of the portfolio, ranked #341.

Steward Partners Investment Advisory first reported a position in ELV in Q4 2016 and has held it in 38 quarters since. The position peaked at $10.1M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Steward Partners Investment Advisory held 32,525 shares of Elevance Health worth $9.52M as of Q1 2026.
  • Steward Partners Investment Advisory bought 9,068 Elevance Health shares in Q1 2026, an estimated $2.98M.
  • Elevance Health made up 0.05% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #341 holding.
  • Steward Partners Investment Advisory first reported a position in Elevance Health in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Elevance Health position peaked at $10.1M in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.