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Trivium Point Advisory’s Elevance Health ELV Stock Holding History

Trivium Point Advisory’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
-683
Closed -$239K – 290
2025
Q4 		$239K Sell
683
-152
-18% -$51.4K 0.02% 315
2025
Q3 		$270K Buy
835
+206
+33% +$64.1K 0.03% 306
2025
Q2 		$245K Buy
629
+72
+13% +$29K 0.03% 311
2025
Q1 		$242K Buy
+557
New +$224K 0.03% 309

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Trivium Point Advisory's ELV Position: Q1 2026 in Review

Trivium Point Advisory sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 683 shares — an estimated $239K sold.

Trivium Point Advisory first reported a position in ELV in Q1 2025 and held it in 4 quarters. The position peaked at $270K in Q3 2025. 1,470 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Trivium Point Advisory reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Trivium Point Advisory sold 683 Elevance Health shares in Q1 2026, an estimated $239K.
  • Trivium Point Advisory first reported a position in Elevance Health in Q1 2025 and held it in 4 quarters.
  • Trivium Point Advisory's Elevance Health position peaked at $270K in Q3 2025.
  • 1,470 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.