AC
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Avestar Capital’s Elevance Health ELV Stock Holding History

Avestar Capital’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
-964
Closed -$338K – 523
2025
Q4 		$338K Buy
+964
New +$326K 0.02% 398
2025
Q3 		– Sell
-1,692
Closed -$658K – 495
2025
Q2 		$658K Buy
1,692
+695
+70% +$280K 0.05% 284
2025
Q1 		$434K Buy
997
+130
+15% +$52.2K 0.04% 312
2024
Q4 		$320K Sell
867
-326
-27% -$136K 0.03% 370
2024
Q3 		$620K Buy
1,193
+55
+5% +$29.4K 0.06% 229
2024
Q2 		$617K Buy
1,138
+140
+14% +$74K 0.06% 216
2024
Q1 		$518K Buy
998
+221
+28% +$110K 0.05% 234
2023
Q4 		$366K Buy
777
+233
+43% +$108K 0.04% 256
2023
Q3 		$237K Buy
+544
New +$247K 0.03% 297
2022
Q2 		– Sell
-462
Closed -$227K – 323
2022
Q1 		$227K Buy
+462
New +$211K 0.04% 357
2019
Q3 		– Sell
-27
Closed -$5K – 366
2019
Q2 		$5K Hold
27
– – ﹤0.01% 577
2019
Q1 		$5K Hold
27
– – ﹤0.01% 562
2018
Q4 		$5K Hold
27
– – ﹤0.01% 526
2018
Q3 		$5K Sell
27
-20
-43% -$5.19K ﹤0.01% 542
2018
Q2 		$8K Buy
47
+6
+15% +$1.39K 0.01% 494
2018
Q1 		$8K Buy
41
+1
+3% +$235 0.01% 459
2017
Q4 		$8K Buy
+40
New +$8.52K 0.01% 478

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

Avestar Capital's ELV Position: Q1 2026 in Review

Avestar Capital sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 964 shares — an estimated $338K sold.

Avestar Capital first reported a position in ELV in Q4 2017 and held it in 17 quarters. The position peaked at $658K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Avestar Capital reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Avestar Capital sold 964 Elevance Health shares in Q1 2026, an estimated $338K.
  • Avestar Capital first reported a position in Elevance Health in Q4 2017 and held it in 17 quarters.
  • Avestar Capital's Elevance Health position peaked at $658K in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.