Birch Financial Group’s Elevance Health ELV Stock Holding History

Birch 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	-707	Closed	-$248K	–	138
2025 Q4	$248K	Buy	+707	New	+$239K	0.14%	113

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Birch Financial Group sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 707 shares — an estimated $248K sold.

Birch Financial Group first reported a position in ELV in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 1,470 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Birch Financial Group reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
Birch Financial Group sold 707 Elevance Health shares in Q1 2026, an estimated $248K.
Birch Financial Group first reported a position in Elevance Health in Q4 2025 and held it in 1 quarter.
Birch Financial Group's Elevance Health position peaked at $248K in Q4 2025.
1,470 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Birch Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.