WFI
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West Family Investments’s Elevance Health ELV Stock Holding History

West Family Investments’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
-982
Closed -$344K – 292
2025
Q4 		$344K Sell
982
-222
-18% -$75K 0.08% 237
2025
Q3 		$389K Buy
+1,204
New +$374K 0.09% 231
2024
Q4 		– Sell
-824
Closed -$428K – 295
2024
Q3 		$428K Sell
824
-9,964
-92% -$5.32M 0.15% 145
2024
Q2 		$5.85M Buy
10,788
+43
+0.4% +$22.7K 1.75% 16
2024
Q1 		$5.57M Hold
10,745
– – 1.73% 16
2023
Q4 		$5.07M Buy
10,745
+23
+0.2% +$10.6K 1.72% 17
2023
Q3 		$4.67M Sell
10,722
-216
-2% -$98K 1.63% 19
2023
Q2 		$4.86M Buy
10,938
+438
+4% +$202K 1.89% 14
2023
Q1 		$4.83M Sell
10,500
-179
-2% -$85.2K 1.91% 14
2022
Q4 		$5.48M Buy
10,679
+132
+1% +$67K 1.87% 13
2022
Q3 		$4.79M Sell
10,547
-10,518
-50% -$5.03M 1.99% 13
2022
Q2 		$10.3M Buy
21,065
+10,500
+99% +$5.19M 4.05% 2
2022
Q1 		$5.19M Buy
10,565
+53
+0.5% +$24.2K 1.48% 13
2021
Q4 		$4.87M Sell
10,512
-10,488
-50% -$4.41M 1.33% 16
2021
Q3 		$7.83M Buy
21,000
+10,500
+100% +$3.99M 2.03% 8
2021
Q2 		$4.01M Hold
10,500
– – 1.09% 13
2021
Q1 		$3.77M Hold
10,500
– – 1.37% 18
2020
Q4 		$3.37K Buy
+10,500
New +$3.22M 1.03% 24

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

West Family Investments's ELV Position: Q1 2026 in Review

West Family Investments sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 982 shares — an estimated $344K sold.

West Family Investments first reported a position in ELV in Q4 2020 and held it in 18 quarters. The position peaked at $10.3M in Q2 2022. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • West Family Investments reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 982 Elevance Health shares in Q1 2026, an estimated $344K.
  • West Family Investments first reported a position in Elevance Health in Q4 2020 and held it in 18 quarters.
  • West Family Investments's Elevance Health position peaked at $10.3M in Q2 2022.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.