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Three Bearings Fiduciary Advisors’s Elevance Health ELV Stock Holding History

Three Bearings Fiduciary 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 		– Sell
-1
Closed -$346 – 354
2025
Q4 		$346 Buy
+1
New +$338 ﹤0.01% 391

Other funds holding ELV

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $99.8B AUM 47.9% 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

Three Bearings Fiduciary Advisors's ELV Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 1 share — an estimated $346 sold.

Three Bearings Fiduciary Advisors first reported a position in ELV in Q4 2025 and held it in 1 quarter. The position peaked at $346 in Q4 2025. 1,467 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 1 Elevance Health share in Q1 2026, an estimated $346.
  • Three Bearings Fiduciary Advisors first reported a position in Elevance Health in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Elevance Health position peaked at $346 in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.