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Allen Capital Group’s Elevance Health ELV Stock Holding History

Allen Capital Group’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 		– Sell
-13,784
Closed -$4.83M – 288
2025
Q4 		$4.83M Buy
13,784
+524
+4% +$177K 0.44% 55
2025
Q3 		$4.28M Buy
13,260
+4,892
+58% +$1.52M 0.4% 60
2025
Q2 		$3.25M Buy
8,368
+639
+8% +$257K 0.33% 69
2025
Q1 		$3.36M Buy
+7,729
New +$3.1M 0.38% 62

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Allen Capital Group's ELV Position: Q1 2026 in Review

Allen Capital Group sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 13,784 shares — an estimated $4.83M sold.

Allen Capital Group first reported a position in ELV in Q1 2025 and held it in 4 quarters. The position peaked at $4.83M in Q4 2025. 1,470 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Allen Capital Group reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Allen Capital Group sold 13,784 Elevance Health shares in Q1 2026, an estimated $4.83M.
  • Allen Capital Group first reported a position in Elevance Health in Q1 2025 and held it in 4 quarters.
  • Allen Capital Group's Elevance Health position peaked at $4.83M in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.