Vancity Investment Management’s Elevance Health ELV Stock Holding History

Vancity Investment Management’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	$10.7M	Sell	36,715 -1,554	-4%	-$511K	1.71%	25
2025 Q4	$13.4M	Sell	38,269 -1,851	-5%	-$626K	1.82%	22
2025 Q3	$13M	Sell	40,120 -5,063	-11%	-$1.57M	1.72%	21
2025 Q2	$17.6M	Sell	45,183 -2,204	-5%	-$887K	2.22%	18
2025 Q1	$20.6M	Buy	+47,387	New	+$19M	2.83%	14
2024 Q3	$27.1M	Sell	52,083 -53,741	-51%	-$28.7M	3.25%	12
2024 Q2	$57M	Buy	105,824 +52,517	+99%	+$27.8M	3.61%	10
2024 Q1	$27.6M	Buy	53,307 +9,809	+23%	+$4.88M	3.29%	10
2023 Q4	$20.5M	Sell	43,498 -44,693	-51%	-$20.7M	3%	12
2023 Q3	$38.4M	Buy	88,191 +62,544	+244%	+$28.4M	4.98%	4
2023 Q2	$11.4M	Hold	25,647	–	–	1.47%	24
2023 Q1	$11.8M	Buy	25,647 +2,793	+12%	+$1.33M	1.65%	25
2022 Q4	$11.7M	Buy	22,854 +2,163	+10%	+$1.1M	1.76%	22
2022 Q3	$9.4M	Buy	+20,691	New	+$9.9M	1.49%	28

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Vancity Investment Management's ELV Position: Q1 2026 in Review

Vancity Investment Management reduced its Elevance Health (ELV) stake by 4.1% in Q1 2026, selling an estimated $511K and leaving 36,715 shares worth $10.7M. The position accounts for 1.71% of the portfolio, ranked #25.

Vancity Investment Management first reported a position in ELV in Q3 2022 and has held it in 14 quarters since. The position peaked at $57M in Q2 2024. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Vancity Investment Management held 36,715 shares of Elevance Health worth $10.7M as of Q1 2026.
Vancity Investment Management sold 1,554 Elevance Health shares in Q1 2026, an estimated $511K.
Elevance Health made up 1.71% of Vancity Investment Management's portfolio in Q1 2026, its #25 holding.
Vancity Investment Management first reported a position in Elevance Health in Q3 2022 and has held it in 14 quarters since.
Vancity Investment Management's Elevance Health position peaked at $57M in Q2 2024.
1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.