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World Investment Advisors’s Elevance Health ELV Stock Holding History

World Investment Advisors’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 		$8.9M Buy
30,399
+2,109
+7% +$693K 0.14% 163
2025
Q4 		$9.92M Buy
28,290
+1,597
+6% +$540K 0.16% 148
2025
Q3 		$8.62M Sell
26,693
-741
-3% -$230K 0.18% 133
2025
Q2 		$10.7M Buy
27,434
+3,988
+17% +$1.6M 0.24% 91
2025
Q1 		$10.2M Buy
23,446
+2,909
+14% +$1.17M 0.26% 85
2024
Q4 		$7.58M Buy
20,537
+3,509
+21% +$1.47M 0.21% 113
2024
Q3 		$8.85M Buy
+17,028
New +$9.1M 0.28% 90

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

World Investment Advisors's ELV Position: Q1 2026 in Review

World Investment Advisors increased its Elevance Health (ELV) stake by 7.5% in Q1 2026, buying an estimated $693K and bringing the position to 30,399 shares worth $8.9M. The position accounts for 0.14% of the portfolio, ranked #163.

World Investment Advisors first reported a position in ELV in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.7M in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • World Investment Advisors held 30,399 shares of Elevance Health worth $8.9M as of Q1 2026.
  • World Investment Advisors bought 2,109 Elevance Health shares in Q1 2026, an estimated $693K.
  • Elevance Health made up 0.14% of World Investment Advisors's portfolio in Q1 2026, its #163 holding.
  • World Investment Advisors first reported a position in Elevance Health in Q3 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Elevance Health position peaked at $10.7M in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.