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Synergy Investment Management’s Elevance Health ELV Stock Holding History

Synergy 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 		$3.85K Buy
+13
New +$4.27K ﹤0.01% 614
2025
Q2 		– Sell
-7
Closed -$3.04K – 219
2025
Q1 		$3.04K Sell
7
-12
-63% -$4.82K ﹤0.01% 506
2024
Q4 		$7.01K Buy
+19
New +$7.95K ﹤0.01% 423

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

Synergy Investment Management's ELV Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Elevance Health (ELV) in Q1 2026: 13 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in ELV as recently as Q1 2025.

Synergy Investment Management first reported a position in ELV in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.01K in Q4 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Synergy Investment Management held 13 shares of Elevance Health worth $3.85K as of Q1 2026.
  • Elevance Health was a new Synergy Investment Management position in Q1 2026.
  • Elevance Health made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #614 holding.
  • Synergy Investment Management first reported a position in Elevance Health in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Elevance Health position peaked at $7.01K in Q4 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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