Vontobel Holding
ELV icon

Vontobel Holding’s Elevance Health ELV Stock Holding History

Vontobel Holding’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 		$2.77M Buy
9,453
+2,611
+38% +$858K 0.01% 472
2025
Q4 		$2.4M Buy
6,842
+1,023
+18% +$346K 0.01% 535
2025
Q3 		$1.88M Sell
5,819
-661
-10% -$206K 0.01% 570
2025
Q2 		$2.52M Sell
6,480
-732
-10% -$294K 0.01% 488
2025
Q1 		$3.14M Buy
7,212
+1,052
+17% +$422K 0.01% 385
2024
Q4 		$2.27M Sell
6,160
-8,939
-59% -$3.74M 0.01% 425
2024
Q3 		$7.85M Sell
15,099
-558
-4% -$298K 0.03% 252
2024
Q2 		$8.48M Buy
15,657
+822
+6% +$434K 0.03% 234
2024
Q1 		$7.69M Sell
14,835
-333
-2% -$166K 0.06% 237
2023
Q4 		$7.15M Buy
15,168
+8,465
+126% +$3.91M 0.06% 249
2023
Q3 		$2.92M Sell
6,703
-2,351
-26% -$1.07M 0.03% 365
2023
Q2 		$4.02M Sell
9,054
-6,800
-43% -$3.14M 0.04% 335
2023
Q1 		$7.29M Sell
15,854
-1,062
-6% -$505K 0.07% 242
2022
Q4 		$8.67M Buy
16,916
+1,368
+9% +$695K 0.09% 218
2022
Q3 		$7.06M Buy
15,548
+782
+5% +$374K 0.08% 219
2022
Q2 		$7.17M Sell
14,766
-2,782
-16% -$1.38M 0.08% 212
2022
Q1 		$8.82M Sell
17,548
-4,312
-20% -$1.97M 0.08% 209
2021
Q4 		$10.2M Buy
21,860
+2,194
+11% +$923K 0.08% 186
2021
Q3 		$7.33M Buy
19,666
+2,740
+16% +$1.04M 0.06% 211
2021
Q2 		$6.46M Sell
16,926
-3,963
-19% -$1.51M 0.06% 237
2021
Q1 		$7.5M Buy
20,889
+9,235
+79% +$2.97M 0.06% 195
2020
Q4 		$3.35M Buy
+11,654
New +$3.58M 0.02% 329

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

Vontobel Holding's ELV Position: Q1 2026 in Review

Vontobel Holding increased its Elevance Health (ELV) stake by 38% in Q1 2026, buying an estimated $858K and bringing the position to 9,453 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #472.

Vontobel Holding first reported a position in ELV in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.2M in Q4 2021. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Vontobel Holding held 9,453 shares of Elevance Health worth $2.77M as of Q1 2026.
  • Vontobel Holding bought 2,611 Elevance Health shares in Q1 2026, an estimated $858K.
  • Elevance Health made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #472 holding.
  • Vontobel Holding first reported a position in Elevance Health in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Elevance Health position peaked at $10.2M in Q4 2021.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.