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Waterloo Capital’s Elevance Health ELV Stock Holding History

Waterloo Capital’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 		– Sell
-922
Closed -$323K – 488
2025
Q4 		$323K Buy
922
+136
+17% +$46K 0.02% 366
2025
Q3 		$254K Buy
786
+69
+10% +$21.5K 0.02% 388
2025
Q2 		$279K Sell
717
-234
-25% -$94.1K 0.02% 369
2025
Q1 		$413K Buy
+951
New +$382K 0.04% 276
2024
Q4 		– Sell
-623
Closed -$324K – 370
2024
Q3 		$324K Buy
623
+5
+0.8% +$2.67K 0.04% 291
2024
Q2 		$335K Buy
618
+14
+2% +$7.4K 0.04% 275
2024
Q1 		$313K Buy
604
+144
+31% +$71.6K 0.04% 286
2023
Q4 		$217K Buy
+460
New +$213K 0.04% 350

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

Waterloo Capital's ELV Position: Q1 2026 in Review

Waterloo Capital sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 922 shares — an estimated $323K sold.

Waterloo Capital first reported a position in ELV in Q4 2023 and held it in 8 quarters. The position peaked at $413K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Waterloo Capital reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 922 Elevance Health shares in Q1 2026, an estimated $323K.
  • Waterloo Capital first reported a position in Elevance Health in Q4 2023 and held it in 8 quarters.
  • Waterloo Capital's Elevance Health position peaked at $413K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.