Capital Fund Management (CFM)
ELV icon

Capital Fund Management (CFM)’s Elevance Health ELV Stock Holding History

Capital Fund Management (CFM)’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
Q2 		– Sell
-52,982
Closed -$19.6M – 2167
2026
Q1 		$15.5M Buy
+52,982
New +$17.4M 0.07% 391
2025
Q3 		– Sell
-40,026
Closed -$12.4M – 2516
2025
Q2 		$15.6M Buy
+40,026
New +$16.1M 0.04% 555
2025
Q1 		– Sell
-62,742
Closed -$23.1M – 2097
2024
Q4 		$23.1M Buy
+62,742
New +$26.3M 0.06% 431
2024
Q2 		– Sell
-30,499
Closed -$15.8M – 1948
2024
Q1 		$15.8M Buy
30,499
+8,856
+41% +$4.4M 0.05% 534
2023
Q4 		$10.2M Sell
21,643
-27,568
-56% -$12.7M 0.03% 773
2023
Q3 		$21.4M Sell
49,211
-25,119
-34% -$11.4M 0.07% 337
2023
Q2 		$33M Buy
74,330
+37,985
+105% +$17.5M 0.13% 201
2023
Q1 		$16.7M Buy
36,345
+11,958
+49% +$5.69M 0.08% 336
2022
Q4 		$12.5M Buy
+24,387
New +$12.4M 0.08% 336
2021
Q2 		– Sell
-67,601
Closed -$25.8M – 1487
2021
Q1 		$24.3M Sell
67,601
-31,263
-32% -$10.1M 0.27% 97
2020
Q4 		$31.7M Buy
98,864
+2,781
+3% +$853K 0.3% 71
2020
Q3 		$25.8M Buy
96,083
+60,463
+170% +$16.3M 0.32% 86
2020
Q2 		$9.37M Buy
35,620
+30,696
+623% +$8.19M 0.15% 198
2020
Q1 		$1.12M Sell
4,924
-58,051
-92% -$15.8M 0.02% 738
2019
Q4 		$19M Sell
62,975
-28,269
-31% -$7.78M 0.15% 174
2019
Q3 		$21.9M Buy
+91,244
New +$25M 0.2% 132
2019
Q2 		– Sell
-77,810
Closed -$21.3M – 1678
2019
Q1 		$22.3M Buy
+77,810
New +$22.5M 0.2% 140
2018
Q4 		– Sell
-53,818
Closed -$14.8M – 1942
2018
Q3 		$14.7M Buy
53,818
+45,319
+533% +$11.8M 0.08% 364
2018
Q2 		$2.02M Sell
8,499
-92,018
-92% -$21.3M 0.01% 1068
2018
Q1 		$22.1M Sell
100,517
-39,176
-28% -$9.2M 0.13% 222
2017
Q4 		$31.4M Buy
139,693
+91,200
+188% +$19.4M 0.17% 145
2017
Q3 		$9.21M Buy
48,493
+40,644
+518% +$7.74M 0.07% 357
2017
Q2 		$1.48M Sell
7,849
-18,171
-70% -$3.26M 0.01% 798
2017
Q1 		$4.3M Sell
26,020
-33,500
-56% -$5.33M 0.04% 532
2016
Q4 		$8.56M Buy
59,520
+4,881
+9% +$654K 0.07% 338
2016
Q3 		$6.85M Buy
54,639
+13,707
+33% +$1.77M 0.06% 367
2016
Q2 		$5.38M Buy
40,932
+14,960
+58% +$2.05M 0.05% 412
2016
Q1 		$3.61M Buy
25,972
+13,472
+108% +$1.8M 0.04% 531
2015
Q4 		$1.74M Buy
12,500
+4,200
+51% +$579K 0.02% 719
2015
Q3 		$1.16M Buy
8,300
+2,900
+54% +$436K 0.01% 768
2015
Q2 		$886K Buy
5,400
+3,100
+135% +$495K 0.01% 867
2015
Q1 		$355K Buy
2,300
+100
+5% +$14.2K ﹤0.01% 1165
2014
Q4 		$276K Sell
2,200
-1,200
-35% -$148K ﹤0.01% 1379
2014
Q3 		$407K Buy
+3,400
New +$390K ﹤0.01% 1219
2014
Q1 		– Sell
-70,060
Closed -$6.34M – 1759
2013
Q4 		$6.47M Buy
+70,060
New +$6.23M 0.08% 309

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Fund Management (CFM)'s ELV Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 52,982 shares — an estimated $19.6M sold.

Capital Fund Management (CFM) first reported a position in ELV in Q4 2013 and held it in 35 quarters. The position peaked at $33M in Q2 2023. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 52,982 Elevance Health shares in Q2 2026, an estimated $19.6M.
  • Capital Fund Management (CFM) first reported a position in Elevance Health in Q4 2013 and held it in 35 quarters.
  • Capital Fund Management (CFM)'s Elevance Health position peaked at $33M in Q2 2023.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.