Triodos Investment Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-81,380
| Closed | -$28.4M | – | 52 |
|
|
2025
Q4 | $28.4M | Sell |
81,380
-10,700
| -12% | -$3.62M | 2.05% | 21 |
|
|
2025
Q3 | $29.8M | Sell |
92,080
-1,100
| -1% | -$342K | 2.15% | 20 |
|
|
2025
Q2 | $36.2M | Sell |
93,180
-5,550
| -6% | -$2.23M | 2.72% | 14 |
|
|
2025
Q1 | $42.7M | Sell |
98,730
-1,300
| -1% | -$522K | 3.5% | 9 |
|
|
2024
Q4 | $36.9M | Hold |
100,030
| – | – | 2.98% | 14 |
|
|
2024
Q3 | $52M | Buy |
100,030
+200
| +0.2% | +$107K | 4.1% | 3 |
|
|
2024
Q2 | $54.1M | Hold |
99,830
| – | – | 4.73% | 3 |
|
|
2024
Q1 | $51.8M | Sell |
99,830
-3,600
| -3% | -$1.79M | 4.68% | 3 |
|
|
2023
Q4 | $48.8M | Sell |
103,430
-650
| -0.6% | -$301K | 4.77% | 3 |
|
|
2023
Q3 | $45.3M | Sell |
104,080
-2,390
| -2% | -$1.08M | 4.81% | 3 |
|
|
2023
Q2 | $47.3M | Buy |
106,470
+7,880
| +8% | +$3.64M | 4.72% | 3 |
|
|
2023
Q1 | $45.3M | Sell |
98,590
-1,350
| -1% | -$642K | 5.1% | 3 |
|
|
2022
Q4 | $51.3M | Sell |
99,940
-7,250
| -7% | -$3.68M | 6.75% | 1 |
|
|
2022
Q3 | $48.7M | Sell |
107,190
-17,980
| -14% | -$8.6M | 6.96% | 1 |
|
|
2022
Q2 | $60.4M | Buy |
125,170
+480
| +0.4% | +$237K | 8.51% | 1 |
|
|
2022
Q1 | $61.3M | Sell |
124,690
-1,830
| -1% | -$837K | 7.83% | 1 |
|
|
2021
Q4 | $58.6M | Sell |
126,520
-28,000
| -18% | -$11.8M | 7.66% | 1 |
|
|
2021
Q3 | $57.6M | Buy |
154,520
+10,650
| +7% | +$4.05M | 7.74% | 1 |
|
|
2021
Q2 | $54.9M | Buy |
143,870
+10,350
| +8% | +$3.96M | 7.36% | 1 |
|
|
2021
Q1 | $47.9M | Buy |
133,520
+27,350
| +26% | +$8.8M | 7.59% | 2 |
|
|
2020
Q4 | $34.1M | Sell |
106,170
-3,820
| -3% | -$1.17M | 5.63% | 3 |
|
|
2020
Q3 | $29.5M | Buy |
109,990
+10,500
| +11% | +$2.83M | 6.09% | 2 |
|
|
2020
Q2 | $26.2M | Buy |
99,490
+16,200
| +19% | +$4.32M | 6.18% | 3 |
|
|
2020
Q1 | $18.9M | Sell |
83,290
-22,300
| -21% | -$6.08M | 5.32% | 6 |
|
|
2019
Q4 | $31.9M | Buy |
105,590
+4,000
| +4% | +$1.1M | 7.12% | 2 |
|
|
2019
Q3 | $24.4M | Buy |
101,590
+8,840
| +10% | +$2.42M | 6.19% | 3 |
|
|
2019
Q2 | $26.2M | Buy |
92,750
+4,590
| +5% | +$1.25M | 6.05% | 3 |
|
|
2019
Q1 | $25.3M | Sell |
88,160
-6,490
| -7% | -$1.88M | 5.12% | 5 |
|
|
2018
Q4 | $24.9M | Buy |
94,650
+9,650
| +11% | +$2.65M | 5.34% | 3 |
|
|
2018
Q3 | $23.3M | Buy |
85,000
+6,524
| +8% | +$1.69M | 4.04% | 7 |
|
|
2018
Q2 | $18.7M | Buy |
+78,476
| New | +$18.2M | 3.5% | 9 |
|
Other funds holding ELV
VCM
VPM
Triodos Investment Management's ELV Position: Q1 2026 in Review
Triodos Investment Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 81,380 shares — an estimated $28.4M sold.
Triodos Investment Management first reported a position in ELV in Q2 2018 and held it in 31 quarters. The position peaked at $61.3M in Q1 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Triodos Investment Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
- Triodos Investment Management sold 81,380 Elevance Health shares in Q1 2026, an estimated $28.4M.
- Triodos Investment Management first reported a position in Elevance Health in Q2 2018 and held it in 31 quarters.
- Triodos Investment Management's Elevance Health position peaked at $61.3M in Q1 2022.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Triodos Investment Management's 13F filing for Q1 2026, filed 7 May 2026.