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 | $7.23M | Sell |
24,700
-35,100
| -59% | -$11.5M | ﹤0.01% | 3687 |
|
|
2025
Q4 | $21M | Sell |
59,800
-27,900
| -32% | -$9.43M | ﹤0.01% | 2550 |
|
|
2025
Q3 | $28.3M | Buy |
87,700
+54,900
| +167% | +$17.1M | ﹤0.01% | 2192 |
|
|
2025
Q2 | $12.8M | Sell |
32,800
-61,300
| -65% | -$24.7M | ﹤0.01% | 2836 |
|
|
2025
Q1 | $40.9M | Sell |
94,100
-27,600
| -23% | -$11.1M | 0.01% | 1663 |
|
|
2024
Q4 | $44.9M | Buy |
121,700
+18,800
| +18% | +$7.87M | 0.01% | 1561 |
|
|
2024
Q3 | $53.5M | Buy |
102,900
+66,700
| +184% | +$35.6M | 0.01% | 1109 |
|
|
2024
Q2 | $19.6M | Sell |
36,200
-77,200
| -68% | -$40.8M | ﹤0.01% | 1692 |
|
|
2024
Q1 | $58.8M | Sell |
113,400
-65,300
| -37% | -$32.5M | 0.01% | 941 |
|
|
2023
Q4 | $84.3M | Buy |
178,700
+62,000
| +53% | +$28.7M | 0.03% | 666 |
|
|
2023
Q3 | $50.8M | Buy |
116,700
+12,100
| +12% | +$5.49M | 0.02% | 850 |
|
|
2023
Q2 | $46.5M | Buy |
104,600
+23,800
| +29% | +$11M | 0.02% | 877 |
|
|
2023
Q1 | $37.2M | Sell |
80,800
-8,700
| -10% | -$4.14M | 0.01% | 951 |
|
|
2022
Q4 | $45.9M | Buy |
89,500
+49,800
| +125% | +$25.3M | 0.02% | 854 |
|
|
2022
Q3 | $18M | Buy |
39,700
+2,000
| +5% | +$957K | 0.01% | 1348 |
|
|
2022
Q2 | $18.2M | Sell |
37,700
-65,100
| -63% | -$32.2M | 0.01% | 1381 |
|
|
2022
Q1 | $50.5M | Buy |
102,800
+2,600
| +3% | +$1.19M | 0.02% | 837 |
|
|
2021
Q4 | $46.4M | Buy |
+100,200
| New | +$42.2M | 0.01% | 1002 |
|
|
2021
Q2 | – | Sell |
-20,300
| Closed | -$7.29M | – | 9471 |
|
|
2021
Q1 | $7.29M | Sell |
20,300
-700
| -3% | -$225K | ﹤0.01% | 2242 |
|
|
2020
Q4 | $6.74M | Buy |
+21,000
| New | +$6.44M | ﹤0.01% | 2171 |
|
|
2019
Q2 | – | Sell |
-2,300
| Closed | -$660K | – | 7931 |
|
|
2019
Q1 | $660K | Buy |
+2,300
| New | +$665K | ﹤0.01% | 3864 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$22K | – | 8049 |
|
|
2018
Q1 | $22K | Buy |
+100
| New | +$23.5K | ﹤0.01% | 6347 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$14K | – | 7758 |
|
|
2015
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 7056 |
|
|
2015
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 7011 |
|
|
2015
Q2 | $16K | Sell |
100
-400
| -80% | -$63.9K | ﹤0.01% | 7072 |
|
|
2015
Q1 | $77K | Sell |
500
-1,800
| -78% | -$256K | ﹤0.01% | 5640 |
|
|
2014
Q4 | $289K | Buy |
+2,300
| New | +$284K | ﹤0.01% | 4686 |
|
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.