UBS Group’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 | $6.29M | Sell |
21,500
-53,100
| -71% | -$17.5M | ﹤0.01% | 3822 |
|
|
2025
Q4 | $26.2M | Sell |
74,600
-3,000
| -4% | -$1.01M | ﹤0.01% | 2325 |
|
|
2025
Q3 | $25.1M | Buy |
77,600
+32,500
| +72% | +$10.1M | ﹤0.01% | 2317 |
|
|
2025
Q2 | $17.5M | Sell |
45,100
-34,100
| -43% | -$13.7M | ﹤0.01% | 2515 |
|
|
2025
Q1 | $34.4M | Sell |
79,200
-36,800
| -32% | -$14.8M | 0.01% | 1818 |
|
|
2024
Q4 | $42.8M | Buy |
116,000
+31,400
| +37% | +$13.1M | 0.01% | 1601 |
|
|
2024
Q3 | $44M | Buy |
84,600
+52,000
| +160% | +$27.8M | 0.01% | 1237 |
|
|
2024
Q2 | $17.7M | Buy |
32,600
+9,500
| +41% | +$5.02M | ﹤0.01% | 1790 |
|
|
2024
Q1 | $12M | Sell |
23,100
-60,000
| -72% | -$29.8M | ﹤0.01% | 2121 |
|
|
2023
Q4 | $39.2M | Buy |
83,100
+2,000
| +2% | +$925K | 0.01% | 1128 |
|
|
2023
Q3 | $35.3M | Buy |
81,100
+33,700
| +71% | +$15.3M | 0.01% | 1062 |
|
|
2023
Q2 | $21.1M | Sell |
47,400
-9,200
| -16% | -$4.24M | 0.01% | 1418 |
|
|
2023
Q1 | $26M | Buy |
56,600
+13,100
| +30% | +$6.23M | 0.01% | 1195 |
|
|
2022
Q4 | $22.3M | Buy |
43,500
+29,900
| +220% | +$15.2M | 0.01% | 1328 |
|
|
2022
Q3 | $6.18M | Buy |
13,600
+2,000
| +17% | +$957K | ﹤0.01% | 2168 |
|
|
2022
Q2 | $5.6M | Sell |
11,600
-1,600
| -12% | -$792K | ﹤0.01% | 2281 |
|
|
2022
Q1 | $6.48M | Hold |
13,200
| – | – | ﹤0.01% | 2292 |
|
|
2021
Q4 | $6.12M | Buy |
+13,200
| New | +$5.55M | ﹤0.01% | 2607 |
|
|
2021
Q1 | – | Sell |
-5,600
| Closed | -$1.8M | – | 9095 |
|
|
2020
Q4 | $1.8M | Buy |
+5,600
| New | +$1.72M | ﹤0.01% | 3495 |
|
|
2020
Q3 | – | Sell |
-18,400
| Closed | -$4.84M | – | 8080 |
|
|
2020
Q2 | $4.84M | Buy |
+18,400
| New | +$4.91M | ﹤0.01% | 2073 |
|
|
2019
Q4 | – | Sell |
-25,400
| Closed | -$6.1M | – | 8170 |
|
|
2019
Q3 | $6.1M | Buy |
+25,400
| New | +$6.96M | ﹤0.01% | 2194 |
|
|
2019
Q2 | – | Sell |
-49,600
| Closed | -$14.2M | – | 7930 |
|
|
2019
Q1 | $14.2M | Buy |
+49,600
| New | +$14.3M | 0.01% | 1397 |
|
|
2018
Q2 | – | Sell |
-11,600
| Closed | -$2.55M | – | 8048 |
|
|
2018
Q1 | $2.55M | Sell |
11,600
-1,400
| -11% | -$329K | ﹤0.01% | 2925 |
|
|
2017
Q4 | $2.92M | Buy |
+13,000
| New | +$2.77M | ﹤0.01% | 2860 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$31K | – | 8570 |
|
|
2015
Q1 | $31K | Sell |
200
-400
| -67% | -$57K | ﹤0.01% | 6508 |
|
|
2014
Q4 | $75K | Buy |
+600
| New | +$74.1K | ﹤0.01% | 5998 |
|
Other funds holding ELV
VCM
VPM
UBS Group's ELV Position: Q1 2026 in Review
UBS Group reduced its Elevance Health (ELV) stake by 9.4% in Q1 2026, selling an estimated $25.1M and leaving 735,130 shares worth $215M. The position accounts for 0.03% of the portfolio, ranked #587.
UBS Group first reported a position in ELV in Q4 2014 and has held it in 46 quarters since. The position peaked at $426M in Q3 2024. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- UBS Group held 735,130 shares of Elevance Health worth $215M as of Q1 2026.
- UBS Group sold 76,334 Elevance Health shares in Q1 2026, an estimated $25.1M.
- Elevance Health made up 0.03% of UBS Group's portfolio in Q1 2026, its #587 holding.
- UBS Group first reported a position in Elevance Health in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Elevance Health position peaked at $426M in Q3 2024.
- 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.