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Summit Trail Advisors’s Elevance Health ELV Stock Holding History

Summit Trail 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 		$1.98M Buy
6,758
+2,779
+70% +$913K 0.03% 533
2025
Q4 		$1.39M Sell
3,979
-1,400
-26% -$473K 0.02% 636
2025
Q3 		$1.74M Buy
5,379
+638
+13% +$198K 0.02% 520
2025
Q2 		$1.84M Buy
+4,741
New +$1.91M 0.03% 288
2024
Q4 		– Sell
-3,545
Closed -$1.84M – 508
2024
Q3 		$1.84M Buy
3,545
+469
+15% +$251K 0.05% 168
2024
Q2 		$1.67M Buy
3,076
+302
+11% +$160K 0.04% 163
2024
Q1 		$1.44M Buy
2,774
+810
+41% +$403K 0.04% 169
2023
Q4 		$926K Sell
1,964
-58
-3% -$26.8K 0.03% 191
2023
Q3 		$880K Sell
2,022
-460
-19% -$209K 0.03% 184
2023
Q2 		$1.1M Buy
2,482
+1,135
+84% +$524K 0.04% 156
2023
Q1 		$619K Buy
1,347
+472
+54% +$225K 0.02% 190
2022
Q4 		$449K Buy
875
+153
+21% +$77.7K 0.02% 200
2022
Q3 		$328K Sell
722
-24
-3% -$11.5K 0.02% 236
2022
Q2 		$360K Buy
+746
New +$369K 0.02% 235
2019
Q1 		– Sell
-2,270
Closed -$596K – 108
2018
Q4 		$596K Sell
2,270
-1,800
-44% -$495K 0.21% 52
2018
Q3 		$1.11M Buy
+4,070
New +$1.06M 0.25% 54
2018
Q2 		– Sell
-4,209
Closed -$246K – 534
2018
Q1 		$246K Buy
4,209
+3,075
+271% +$722K 0.04% 322
2017
Q4 		$280K Buy
+1,134
New +$242K 0.04% 336

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

Summit Trail Advisors's ELV Position: Q1 2026 in Review

Summit Trail Advisors increased its Elevance Health (ELV) stake by 70% in Q1 2026, buying an estimated $913K and bringing the position to 6,758 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #533.

Summit Trail Advisors first reported a position in ELV in Q4 2017 and has held it in 18 quarters since. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Summit Trail Advisors held 6,758 shares of Elevance Health worth $1.98M as of Q1 2026.
  • Summit Trail Advisors bought 2,779 Elevance Health shares in Q1 2026, an estimated $913K.
  • Elevance Health made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #533 holding.
  • Summit Trail Advisors first reported a position in Elevance Health in Q4 2017 and has held it in 18 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.