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Syntax Research’s Elevance Health ELV Stock Holding History

Syntax Research’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 		$35.7K Buy
122
+1
+0.8% +$329 0.02% 104
2025
Q4 		$42.5K Hold
121
– – 0.03% 96
2025
Q3 		$39K Sell
121
-2,879
-96% -$895K 0.03% 98
2025
Q2 		$1.17M Buy
+3,000
New +$1.21M 0.83% 34
2024
Q4 		– Sell
-37
Closed -$19K – 187
2024
Q3 		$19K Buy
37
+1
+3% +$534 0.01% 125
2024
Q2 		$19.8K Hold
36
– – 0.02% 115
2024
Q1 		$18.9K Hold
36
– – 0.01% 118
2023
Q4 		$17.1K Hold
36
– – 0.01% 119
2023
Q3 		$15.7K Buy
+36
New +$16.3K 0.01% 124

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

Syntax Research's ELV Position: Q1 2026 in Review

Syntax Research increased its Elevance Health (ELV) stake by 0.83% in Q1 2026, buying an estimated $329 and bringing the position to 122 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #104.

Syntax Research first reported a position in ELV in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.17M in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Syntax Research held 122 shares of Elevance Health worth $35.7K as of Q1 2026.
  • Syntax Research bought 1 Elevance Health share in Q1 2026, an estimated $329.
  • Elevance Health made up 0.02% of Syntax Research's portfolio in Q1 2026, its #104 holding.
  • Syntax Research first reported a position in Elevance Health in Q3 2023 and has held it in 9 quarters since.
  • Syntax Research's Elevance Health position peaked at $1.17M in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.