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Van Den Berg Management I’s Elevance Health ELV Stock Holding History

Van Den Berg Management I’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 		$8.23M Buy
28,114
+1,115
+4% +$366K 1.89% 19
2025
Q4 		$9.46M Sell
26,999
-1,475
-5% -$498K 2.17% 15
2025
Q3 		$9.2M Buy
28,474
+10,004
+54% +$3.11M 2.31% 15
2025
Q2 		$7.18M Buy
18,470
+1,261
+7% +$507K 2.04% 19
2025
Q1 		$7.49M Buy
17,209
+611
+4% +$245K 2.29% 17
2024
Q4 		$6.12M Buy
16,598
+4,994
+43% +$2.09M 1.76% 21
2024
Q3 		$6.03M Sell
11,604
-144
-1% -$76.9K 1.75% 21
2024
Q2 		$6.37M Sell
11,748
-7
-0.1% -$3.7K 1.89% 20
2024
Q1 		$6.1M Buy
11,755
+925
+9% +$460K 1.79% 20
2023
Q4 		$5.11M Buy
10,830
+453
+4% +$209K 1.7% 22
2023
Q3 		$4.52M Buy
+10,377
New +$4.71M 1.58% 26

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $83.9B AUM 37.89% 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

Van Den Berg Management I's ELV Position: Q1 2026 in Review

Van Den Berg Management I increased its Elevance Health (ELV) stake by 4.1% in Q1 2026, buying an estimated $366K and bringing the position to 28,114 shares worth $8.23M. The position accounts for 1.89% of the portfolio, ranked #19.

Van Den Berg Management I first reported a position in ELV in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.46M in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Van Den Berg Management I held 28,114 shares of Elevance Health worth $8.23M as of Q1 2026.
  • Van Den Berg Management I bought 1,115 Elevance Health shares in Q1 2026, an estimated $366K.
  • Elevance Health made up 1.89% of Van Den Berg Management I's portfolio in Q1 2026, its #19 holding.
  • Van Den Berg Management I first reported a position in Elevance Health in Q3 2023 and has held it in 11 quarters since.
  • Van Den Berg Management I's Elevance Health position peaked at $9.46M in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.