Te Ahumairangi Investment Management’s Elevance Health ELV Stock Holding History

Te Ahumairangi 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	$3.99M	Sell	13,615 -1,339	-9%	-$440K	0.67%	57
2025 Q4	$5.24M	Sell	14,954 -2,050	-12%	-$693K	0.94%	33
2025 Q3	$5.49M	Buy	17,004 +804	+5%	+$250K	0.93%	36
2025 Q2	$6.3M	Buy	16,200 +4,830	+42%	+$1.94M	1.13%	27
2025 Q1	$4.95M	Sell	11,370 -650	-5%	-$261K	1.05%	33
2024 Q4	$4.43M	Buy	12,020 +1,512	+14%	+$633K	0.93%	45
2024 Q3	$5.43M	Buy	10,508 +2,983	+40%	+$1.59M	0.96%	42
2024 Q2	$4.08M	Sell	7,525 -368	-5%	-$195K	0.78%	50
2024 Q1	$4.09M	Buy	7,893 +2,665	+51%	+$1.33M	0.71%	53
2023 Q4	$2.46M	Buy	+5,228	New	+$2.42M	0.47%	65

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Te Ahumairangi Investment Management's ELV Position: Q1 2026 in Review

Te Ahumairangi Investment Management reduced its Elevance Health (ELV) stake by 9% in Q1 2026, selling an estimated $440K and leaving 13,615 shares worth $3.99M. The position accounts for 0.67% of the portfolio, ranked #57.

Te Ahumairangi Investment Management first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.3M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Te Ahumairangi Investment Management held 13,615 shares of Elevance Health worth $3.99M as of Q1 2026.
Te Ahumairangi Investment Management sold 1,339 Elevance Health shares in Q1 2026, an estimated $440K.
Elevance Health made up 0.67% of Te Ahumairangi Investment Management's portfolio in Q1 2026, its #57 holding.
Te Ahumairangi Investment Management first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
Te Ahumairangi Investment Management's Elevance Health position peaked at $6.3M in Q2 2025.
1,466 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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