Bragg Financial Advisors’s Elevance Health ELV Stock Holding History

Bragg Financial 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	$1.32M	Buy	4,503 +3	+0.1%	+$986	0.04%	202
2025 Q4	$1.58M	Hold	4,500	–	–	0.05%	196
2025 Q3	$1.45M	Sell	4,500 -31	-0.7%	-$9.64K	0.05%	193
2025 Q2	$1.76M	Buy	4,531 +13	+0.3%	+$5.23K	0.06%	190
2025 Q1	$1.97M	Hold	4,518	–	–	0.08%	173
2024 Q4	$1.67M	Hold	4,518	–	–	0.07%	182
2024 Q3	$2.35M	Sell	4,518 -48	-1%	-$25.6K	0.1%	165
2024 Q2	$2.47M	Sell	4,566 -10	-0.2%	-$5.29K	0.11%	153
2024 Q1	$2.37M	Sell	4,576 -20	-0.4%	-$9.95K	0.11%	157
2023 Q4	$2.17M	Hold	4,596	–	–	0.1%	158
2023 Q3	$2M	Buy	4,596 +66	+1%	+$29.9K	0.11%	163
2023 Q2	$2.01M	Hold	4,530	–	–	0.11%	158
2023 Q1	$2.08M	Hold	4,530	–	–	0.12%	158
2022 Q4	$2.32M	Hold	4,530	–	–	0.14%	154
2022 Q3	$2.06M	Hold	4,530	–	–	0.14%	150
2022 Q2	$2.19M	Hold	4,530	–	–	0.15%	144
2022 Q1	$2.23M	Sell	4,530 -1,802	-28%	-$824K	0.13%	147
2021 Q4	$2.36M	Hold	6,332	–	–	0.15%	139
2021 Q3	$2.36M	Buy	6,332 +32	+0.5%	+$12.2K	0.15%	139
2021 Q2	$2.4M	Hold	6,300	–	–	0.15%	139
2021 Q1	$2.26M	Hold	6,300	–	–	0.15%	136
2020 Q4	$2.02M	Hold	6,300	–	–	0.18%	133
2020 Q3	$1.69M	Sell	6,300 -26	-0.4%	-$7K	0.17%	132
2020 Q2	$1.66M	Sell	6,326 -1,006	-14%	-$268K	0.19%	131
2020 Q1	$1.67M	Sell	7,332 -23	-0.3%	-$6.27K	0.22%	126
2019 Q4	$2.22M	Hold	7,355	–	–	0.25%	123
2019 Q3	$1.77M	Buy	7,355 +14	+0.2%	+$3.84K	0.21%	133
2019 Q2	$2.07M	Buy	7,341 +28	+0.4%	+$7.65K	0.26%	125
2019 Q1	$2.1M	Buy	7,313 +13	+0.2%	+$3.76K	0.27%	120
2018 Q4	$1.92M	Hold	7,300	–	–	0.29%	117
2018 Q3	$2M	Sell	7,300 -40	-0.5%	-$10.4K	0.27%	118
2018 Q2	$1.75M	Hold	7,340	–	–	0.25%	125
2018 Q1	$1.61M	Hold	7,340	–	–	0.24%	131
2017 Q4	$1.65M	Hold	7,340	–	–	0.24%	129
2017 Q3	$1.39M	Hold	7,340	–	–	0.21%	145
2017 Q2	$1.38M	Hold	7,340	–	–	0.22%	142
2017 Q1	$1.21M	Hold	7,340	–	–	0.19%	147
2016 Q4	$1.05M	Hold	7,340	–	–	0.17%	162
2016 Q3	$920K	Hold	7,340	–	–	0.16%	165
2016 Q2	$964K	Sell	7,340 -8	-0.1%	-$1.09K	0.17%	162
2016 Q1	$1.02M	Buy	7,348 +3,048	+71%	+$407K	0.2%	157
2015 Q4	$600K	Hold	4,300	–	–	0.13%	173
2015 Q3	$602K	Hold	4,300	–	–	0.14%	165
2015 Q2	$706K	Hold	4,300	–	–	0.16%	163
2015 Q1	$664K	Hold	4,300	–	–	0.15%	162
2014 Q4	$553K	Buy	+4,300	New	+$531K	0.13%	170
2014 Q3	–	Sell	-4,300	Closed	-$463K	–	224
2014 Q2	$463K	Hold	4,300	–	–	0.11%	185
2014 Q1	$428K	Hold	4,300	–	–	0.1%	186
2013 Q4	$397K	Buy	+4,300	New	+$382K	0.1%	196

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bragg Financial Advisors's ELV Position: Q1 2026 in Review

Bragg Financial Advisors increased its Elevance Health (ELV) stake by 0.07% in Q1 2026, buying an estimated $986 and bringing the position to 4,503 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #202.

Bragg Financial Advisors first reported a position in ELV in Q4 2013 and has held it in 49 quarters since. The position peaked at $2.47M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Bragg Financial Advisors held 4,503 shares of Elevance Health worth $1.32M as of Q1 2026.
Bragg Financial Advisors bought 3 Elevance Health shares in Q1 2026, an estimated $986.
Elevance Health made up 0.04% of Bragg Financial Advisors's portfolio in Q1 2026, its #202 holding.
Bragg Financial Advisors first reported a position in Elevance Health in Q4 2013 and has held it in 49 quarters since.
Bragg Financial Advisors's Elevance Health position peaked at $2.47M in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.