Integral Health Asset Management, LLC ELV — ANTHEM INC

Ownership history in Integral Health Asset Management, LLC  ·  20 quarters on record

AI Ownership Summary

Integral Health Asset Management, LLC reported ANTHEM INC (ELV) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.12% in 2024 Q2. The latest visible filing shows ELV at 1.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integral Health Asset Management, LLC's position in ANTHEM 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 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.12% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

ELV stock page Integral Health Asset Management, LLC fund profile Integral Health Asset Management, LLC full holdings
How Integral Health Asset Management, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 75,000 +15,000 +25.0% 1.05% $22.0M 2026-05-15 $391.09
2025 Q4 ADDED — — — 60,000 +10,000 +20.0% 1.04% $21.0M 2026-02-17 $341.28
2025 Q3 REDUCED 16.7% +8.4% ❌ 50,000 -10,000 -16.7% 1.09% $16.2M 2025-11-14 $320.87
2025 Q2 REDUCED 7.7% -17.4% ✅ 60,000 -5,000 -7.7% 2.14% $23.3M 2025-08-14 $289.35
2025 Q1 REDUCED 18.8% -10.2% ✅ 65,000 -15,000 -18.8% 3.01% $28.3M 2025-05-15 $380.30
2024 Q2 ADDED — — — 80,000 +30,000 +60.0% 4.12% $43.3M 2024-08-14 $519.92
2024 Q1 ADDED — — — 50,000 +30,000 +150.0% 2.41% $25.9M 2024-05-15 $519.08
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ELV

As of 2026 Q2 — sorted by position size

Maj Invest Holding A/S 3Y 7Y 4.04% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.18% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.63% Peoples Bank/KS 1.11% Palouse Capital Management, Inc. 3Y 7Y 1.1% ROCKLAND TRUST CO 3Y 7Y 1.04% Chemistry Wealth Management LLC 3Y 0.95% HF Advisory Group, LLC 3Y 0.81% RDA Financial Network 3Y 7Y 0.58% Meriwether Wealth & Planning, LLC 0.51%

FAQ About Integral Health Asset Management, 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 Integral Health Asset Management, LLC reported owning ELV?

Integral Health Asset Management, LLC reported ELV across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ELV position in Integral Health Asset Management, LLC's portfolio?

The largest reported portfolio weight for ELV was 4.12% in 2024 Q2.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2026 Q1, when Integral Health Asset Management, LLC reported 75,000 shares, equal to 1.05% of portfolio, with an estimated market value of $22.0M.

What does the chart on this ELV ownership page compare?

The chart compares Integral Health Asset Management, 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.

How well did Integral Health Asset Management, LLC time their ELV position?

Based on 13F filing dates vs. subsequent ELV price moves, Integral Health Asset Management, LLC correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on ELV relative to SPY over the holding period was +1.7%.

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