Brooklands Fund Management Ltd ELV Elevance Health Inc

Ownership history in Brooklands Fund Management Ltd  ·  3 quarters on record

AI Ownership Summary

Brooklands Fund Management Ltd reported Elevance Health Inc (ELV) in 3 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.97% in 2026 Q1. The latest visible filing shows ELV at 6.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brooklands Fund Management Ltd's position in Elevance Health Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ELV was reported at 6.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.97% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brooklands Fund Management Ltd held ELV — position size vs. price
% of Fund (quarterly)    ELV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,107 +21,105 +1055250.0% 6.97% $6.2M 2026-05-14 $396.71
2025 Q4 REDUCED 100.0% -16.0% 2 -14,794 -100.0% 0.01% $15K 2026-02-17 $342.67
2024 Q4 INITIATED 14,796 6.27% $5.5M 2025-02-14 $379.52

FAQ About Brooklands Fund Management Ltd and ELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brooklands Fund Management Ltd reported owning ELV?

Brooklands Fund Management Ltd reported ELV across 3 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ELV position in Brooklands Fund Management Ltd's portfolio?

The largest reported portfolio weight for ELV was 6.97% in 2026 Q1.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2026 Q1, when Brooklands Fund Management Ltd reported 21,107 shares, equal to 6.97% of portfolio, with an estimated market value of $6.2M.

What does the chart on this ELV ownership page compare?

The chart compares Brooklands Fund Management Ltd's quarterly ELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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