EASTERLY INVESTMENT PARTNERS LLC ELV ELEVANCE HEALTH INC FORMERLY

Ownership history in EASTERLY INVESTMENT PARTNERS LLC  ·  3 quarters on record

AI Ownership Summary

EASTERLY INVESTMENT PARTNERS LLC reported ELEVANCE HEALTH INC FORMERLY (ELV) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.96% in 2026 Q1. The latest visible filing shows ELV at 0.96% 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 EASTERLY INVESTMENT PARTNERS LLC's position in ELEVANCE HEALTH INC FORMERLY, 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 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% 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
2025 Q3 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 EASTERLY INVESTMENT PARTNERS LLC 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 REDUCED 42,905 -205 -0.5% 0.96% $12.5M 2026-05-11 $381.75
2025 Q4 ADDED 43,110 +15,998 +59.0% 0.93% $15.1M 2026-02-10 $323.64
2025 Q3 INITIATED 27,112 0.59% $8.8M 2025-11-12 $323.95

FAQ About EASTERLY INVESTMENT PARTNERS LLC and ELV

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

How long has EASTERLY INVESTMENT PARTNERS LLC reported owning ELV?

EASTERLY INVESTMENT PARTNERS LLC reported ELV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ELV position in EASTERLY INVESTMENT PARTNERS LLC's portfolio?

The largest reported portfolio weight for ELV was 0.96% in 2026 Q1.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2026 Q1, when EASTERLY INVESTMENT PARTNERS LLC reported 42,905 shares, equal to 0.96% of portfolio, with an estimated market value of $12.5M.

What does the chart on this ELV ownership page compare?

The chart compares EASTERLY INVESTMENT PARTNERS LLC'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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