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Aptus Capital Advisors’s Elevance Health ELV Stock Holding History

Aptus Capital Advisors’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 		$2.85M Sell
9,730
-22,899
-70% -$7.53M 0.02% 421
2025
Q4 		$11.4M Buy
32,629
+809
+3% +$273K 0.08% 196
2025
Q3 		$10.3M Sell
31,820
-25,068
-44% -$7.8M 0.07% 203
2025
Q2 		$22.1M Buy
56,888
+13,223
+30% +$5.32M 0.18% 114
2025
Q1 		$19M Buy
43,665
+40,032
+1,102% +$16.1M 0.2% 111
2024
Q4 		$1.34M Sell
3,633
-27,660
-88% -$11.6M 0.01% 461
2024
Q3 		$16.3M Buy
31,293
+28,756
+1,133% +$15.4M 0.24% 98
2024
Q2 		$1.37M Buy
2,537
+111
+5% +$58.7K 0.02% 339
2024
Q1 		$1.26M Sell
2,426
-15,333
-86% -$7.63M 0.02% 360
2023
Q4 		$8.37M Sell
17,759
-12
-0.1% -$5.55K 0.23% 94
2023
Q3 		$7.74M Sell
17,771
-5,520
-24% -$2.5M 0.21% 97
2023
Q2 		$10.3M Sell
23,291
-6,927
-23% -$3.2M 0.25% 88
2023
Q1 		$13.9M Sell
30,218
-1,461
-5% -$695K 0.37% 54
2022
Q4 		$16.3M Buy
31,679
+1,895
+6% +$962K 0.5% 42
2022
Q3 		$13.5M Buy
29,784
+3,584
+14% +$1.71M 0.33% 41
2022
Q2 		$12.6M Buy
26,200
+8,272
+46% +$4.09M 0.33% 43
2022
Q1 		$8.81M Buy
17,928
+4,794
+37% +$2.19M 0.22% 67
2021
Q4 		$6.09M Buy
13,134
+1,888
+17% +$794K 0.18% 75
2021
Q3 		$4.19M Buy
11,246
+2,337
+26% +$888K 0.11% 105
2021
Q2 		$3.4M Buy
8,909
+1,199
+16% +$458K 0.1% 106
2021
Q1 		$2.77M Buy
+7,710
New +$2.48M 0.1% 107

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Aptus Capital Advisors's ELV Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Elevance Health (ELV) stake by 70% in Q1 2026, selling an estimated $7.53M and leaving 9,730 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #421.

Aptus Capital Advisors first reported a position in ELV in Q1 2021 and has held it in 21 quarters since. The position peaked at $22.1M in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Aptus Capital Advisors held 9,730 shares of Elevance Health worth $2.85M as of Q1 2026.
  • Aptus Capital Advisors sold 22,899 Elevance Health shares in Q1 2026, an estimated $7.53M.
  • Elevance Health made up 0.02% of Aptus Capital Advisors's portfolio in Q1 2026, its #421 holding.
  • Aptus Capital Advisors first reported a position in Elevance Health in Q1 2021 and has held it in 21 quarters since.
  • Aptus Capital Advisors's Elevance Health position peaked at $22.1M in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.