Ray Dalio's ELV Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 55,203 shares of Elevance Health, Inc. (ELV) worth $17.84 M, representing 0.07% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in ELV, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 91,849 shares. Largest reduction occurred in Q4 2019, reducing 129,345 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Elevance Health (ELV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Elevance Health (ELV) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +27,141 | New Buy | 27,141 | $125.68 |
| Q1 2015 | -7,600 | Reduce 28.00% | 19,541 | $154.39 |
| Q2 2015 | +14,000 | Add 71.64% | 33,541 | $164.13 |
| Q3 2015 | +2,600 | Add 7.75% | 36,141 | $140.01 |
| Q4 2015 | -36,141 | Sold Out | 0 | $0.00 |
| Q1 2016 | +18,900 | New Buy | 18,900 | $138.99 |
| Q2 2016 | +24,100 | Add 127.51% | 43,000 | $131.35 |
| Q3 2016 | +31,679 | Add 73.67% | 74,679 | $125.31 |
| Q4 2016 | -75 | Reduce 0.10% | 74,604 | $143.77 |
| Q1 2017 | -74,604 | Sold Out | 0 | $0.00 |
| Q3 2017 | +6,199 | New Buy | 6,199 | $189.87 |
| Q4 2017 | -6,199 | Sold Out | 0 | $0.00 |
| Q1 2018 | +7,493 | New Buy | 7,493 | $219.67 |
| Q2 2018 | -7,493 | Sold Out | 0 | $0.00 |
| Q1 2019 | +21,217 | New Buy | 21,217 | $286.99 |
| Q2 2019 | +23,117 | Add 108.96% | 44,334 | $282.20 |
| Q3 2019 | +85,011 | Add 191.75% | 129,345 | $240.10 |
| Q4 2019 | -129,345 | Sold Out | 0 | $0.00 |
| Q1 2020 | +7,167 | New Buy | 7,167 | $227.01 |
| Q2 2020 | -2,268 | Reduce 31.65% | 4,899 | $262.91 |
| Q3 2020 | -4,899 | Sold Out | 0 | $0.00 |
| Q3 2021 | +2,183 | New Buy | 2,183 | $372.88 |
| Q4 2021 | +16,779 | Add 768.62% | 18,962 | $463.56 |
| Q1 2022 | +16,505 | Add 87.04% | 35,467 | $491.22 |
| Q2 2022 | +42,365 | Add 119.45% | 77,832 | $482.58 |
| Q3 2022 | -30,110 | Reduce 38.69% | 47,722 | $454.23 |
| Q4 2022 | +37,582 | Add 78.75% | 85,304 | $512.97 |
| Q1 2023 | -50,917 | Reduce 59.69% | 34,387 | $459.81 |
| Q2 2023 | +32,908 | Add 95.70% | 67,295 | $444.29 |
| Q3 2023 | +28,008 | Add 41.62% | 95,303 | $435.42 |
| Q4 2023 | +32,942 | Add 34.57% | 128,245 | $471.56 |
| Q1 2024 | -64,905 | Reduce 50.61% | 63,340 | $518.54 |
| Q2 2024 | -21,754 | Reduce 34.34% | 41,586 | $541.86 |
| Q3 2024 | +20,463 | Add 49.21% | 62,049 | $520.00 |
| Q4 2024 | +91,849 | Add 148.03% | 153,898 | $368.90 |
| Q1 2025 | -70,557 | Reduce 45.85% | 83,341 | $434.96 |
| Q2 2025 | -24,504 | Reduce 29.40% | 58,837 | $388.96 |
| Q3 2025 | -3,634 | Reduce 6.18% | 55,203 | $323.12 |
Ray Dalio's Elevance Health Investment FAQs
Ray Dalio first purchased Elevance Health, Inc. (ELV) in Q4 2014, acquiring 27,141 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Elevance Health, Inc. (ELV) for 38 quarters since Q4 2014.
Ray Dalio's largest addition to Elevance Health, Inc. (ELV) was in Q4 2024, adding 153,898 shares worth $56.77 M.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 55,203 shares of Elevance Health, Inc. (ELV), valued at approximately $17.84 M.
As of the Q3 2025 filing, Elevance Health, Inc. (ELV) represents approximately 0.07% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Elevance Health, Inc. (ELV) was 153,898 shares, as reported at the end of Q4 2024.