BFG
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Berger Financial Group’s Elevance Health ELV Stock Holding History

Berger Financial 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
-14,499
Closed -$5.08M – 483
2025
Q4 		$5.08M Sell
14,499
-258
-2% -$87.2K 0.29% 76
2025
Q3 		$4.77M Buy
14,757
+234
+2% +$72.8K 0.29% 83
2025
Q2 		$5.65M Buy
14,523
+275
+2% +$111K 0.37% 69
2025
Q1 		$6.2M Buy
14,248
+13,684
+2,426% +$5.49M 0.43% 52
2024
Q4 		$208K Sell
564
-16
-3% -$6.7K 0.01% 399
2024
Q3 		$302K Sell
580
-49
-8% -$26.2K 0.02% 304
2024
Q2 		$341K Buy
629
+1
+0.2% +$529 0.03% 257
2024
Q1 		$326K Sell
628
-22
-3% -$10.9K 0.03% 265
2023
Q4 		$307K Sell
650
-34
-5% -$15.7K 0.03% 226
2023
Q3 		$298K Sell
684
-9
-1% -$4.08K 0.03% 211
2023
Q2 		$308K Buy
693
+7
+1% +$3.23K 0.03% 210
2023
Q1 		$315K Sell
686
-7
-1% -$3.33K 0.04% 203
2022
Q4 		$356K Sell
693
-49
-7% -$24.9K 0.05% 187
2022
Q3 		$337K Buy
742
+108
+17% +$51.7K 0.05% 172
2022
Q2 		$306K Buy
634
+53
+9% +$26.2K 0.04% 184
2022
Q1 		$285K Buy
581
+150
+35% +$68.6K 0.04% 216
2021
Q4 		$200K Buy
+431
New +$181K 0.03% 253

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

Berger Financial Group's ELV Position: Q1 2026 in Review

Berger Financial Group sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 14,499 shares — an estimated $5.08M sold.

Berger Financial Group first reported a position in ELV in Q4 2021 and held it in 17 quarters. The position peaked at $6.2M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Berger Financial Group reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 14,499 Elevance Health shares in Q1 2026, an estimated $5.08M.
  • Berger Financial Group first reported a position in Elevance Health in Q4 2021 and held it in 17 quarters.
  • Berger Financial Group's Elevance Health position peaked at $6.2M in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.