Aldebaran Financial’s Elevance Health ELV Stock Holding History

Aldebaran Financial’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	$201K	Buy	688 +1	+0.1%	+$329	0.19%	76
2025 Q4	$240K	Buy	687 +1	+0.1%	+$338	0.22%	69
2025 Q3	$222K	Buy	686 +1	+0.1%	+$311	0.22%	73
2025 Q2	$266K	Buy	685 +1	+0.1%	+$402	0.29%	65
2025 Q1	$298K	Hold	684	–	–	0.36%	58
2024 Q4	$252K	Buy	684 +1	+0.1%	+$418	0.29%	66
2024 Q3	$355K	Buy	683 +1	+0.1%	+$534	0.42%	49
2024 Q2	$370K	Hold	682	–	–	0.48%	42
2024 Q1	$353K	Buy	682 +1	+0.1%	+$497	0.5%	46
2023 Q4	$321K	Buy	681 +1	+0.1%	+$462	0.47%	48
2023 Q3	$296K	Hold	680	–	–	0.46%	52
2023 Q2	$302K	Buy	680 +1	+0.1%	+$461	0.41%	51
2023 Q1	$312K	Sell	679 -100	-13%	-$47.6K	0.4%	52
2022 Q4	$399K	Buy	779 +1	+0.1%	+$508	0.43%	56
2022 Q3	$360K	Hold	778	–	–	0.4%	60
2022 Q2	$366K	Buy	+778	New	+$385K	0.39%	58
2014 Q3	–	Sell	-2,509	Closed	-$270K	–	117
2014 Q2	$270K	Buy	+2,509	New	+$259K	0.21%	101

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Aldebaran Financial's ELV Position: Q1 2026 in Review

Aldebaran Financial increased its Elevance Health (ELV) stake by 0.15% in Q1 2026, buying an estimated $329 and bringing the position to 688 shares worth $201K. The position accounts for 0.19% of the portfolio, ranked #76.

Aldebaran Financial first reported a position in ELV in Q2 2014 and has held it in 17 quarters since. The position peaked at $399K in Q4 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Aldebaran Financial held 688 shares of Elevance Health worth $201K as of Q1 2026.
Aldebaran Financial bought 1 Elevance Health share in Q1 2026, an estimated $329.
Elevance Health made up 0.19% of Aldebaran Financial's portfolio in Q1 2026, its #76 holding.
Aldebaran Financial first reported a position in Elevance Health in Q2 2014 and has held it in 17 quarters since.
Aldebaran Financial's Elevance Health position peaked at $399K in Q4 2022.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.