Stone House Investment Management’s Elevance Health ELV Stock Holding History

Stone House Investment 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	$5.56K	Buy	19 +1	+6%	+$329	﹤0.01%	440
2025 Q4	$6.31K	Buy	18 +2	+13%	+$676	﹤0.01%	387
2025 Q3	$5.17K	Hold	16	–	–	﹤0.01%	363
2025 Q2	$6.22K	Hold	16	–	–	﹤0.01%	301
2025 Q1	$6.96K	Buy	+16	New	+$6.42K	﹤0.01%	283
2024 Q4	–	Sell	-16	Closed	-$8.32K	–	150
2024 Q3	$8.32K	Hold	16	–	–	﹤0.01%	236
2024 Q2	$8.67K	Hold	16	–	–	﹤0.01%	230
2024 Q1	$8.3K	Hold	16	–	–	﹤0.01%	247
2023 Q4	$7.54K	Hold	16	–	–	﹤0.01%	178
2023 Q3	$6.97K	Hold	16	–	–	﹤0.01%	185
2023 Q2	$7.11K	Hold	16	–	–	﹤0.01%	183
2023 Q1	$7.36K	Buy	+16	New	+$7.61K	﹤0.01%	184
2019 Q2	–	Sell	-16	Closed	-$5K	–	77
2019 Q1	$5K	Buy	+16	New	+$4.63K	﹤0.01%	176

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

Stone House Investment Management's ELV Position: Q1 2026 in Review

Stone House Investment Management increased its Elevance Health (ELV) stake by 5.6% in Q1 2026, buying an estimated $329 and bringing the position to 19 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Stone House Investment Management first reported a position in ELV in Q1 2019 and has held it in 13 quarters since. The position peaked at $8.67K in Q2 2024. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Stone House Investment Management held 19 shares of Elevance Health worth $5.56K as of Q1 2026.
Stone House Investment Management bought 1 Elevance Health share in Q1 2026, an estimated $329.
Elevance Health made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #440 holding.
Stone House Investment Management first reported a position in Elevance Health in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's Elevance Health position peaked at $8.67K in Q2 2024.
1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.