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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.69M Sell
12,600
-47,200
-79% -$15.5M 0.02% 1053
2025
Q4
$21M Sell
59,800
-28,400
-32% -$9.6M 0.06% 471
2025
Q3
$28.5M Buy
88,200
+77,300
+709% +$24M 0.07% 370
2025
Q2
$4.24M Buy
+10,900
New +$4.38M 0.01% 1255
2021
Q3
Sell
-10,900
Closed -$4.16M 1596
2021
Q2
$4.16M Buy
+10,900
New +$4.17M 0.03% 638
2020
Q1
Sell
-6,200
Closed -$1.87M 1673
2019
Q4
$1.87M Buy
6,200
+4,000
+182% +$1.1M 0.01% 860
2019
Q3
$528K Sell
2,200
-25,600
-92% -$7.01M ﹤0.01% 1240
2019
Q2
$7.84M Sell
27,800
-6,400
-19% -$1.75M 0.07% 370
2019
Q1
$9.81M Sell
34,200
-21,800
-39% -$6.3M 0.09% 304
2018
Q4
$14.7M Sell
56,000
-1,700
-3% -$467K 0.13% 208
2018
Q3
$15.8M Buy
57,700
+5,100
+10% +$1.32M 0.09% 348
2018
Q2
$12.5M Sell
52,600
-32,500
-38% -$7.53M 0.07% 410
2018
Q1
$18.7M Buy
85,100
+52,000
+157% +$12.2M 0.11% 262
2017
Q4
$7.45M Buy
33,100
+22,200
+204% +$4.73M 0.04% 507
2017
Q3
$2.07M Sell
10,900
-2,300
-17% -$438K 0.01% 762
2017
Q2
$2.48M Sell
13,200
-3,000
-19% -$539K 0.02% 657
2017
Q1
$2.68M Buy
16,200
+8,000
+98% +$1.27M 0.02% 650
2016
Q4
$1.18M Sell
8,200
-20,700
-72% -$2.77M 0.01% 964
2016
Q3
$3.62M Buy
+28,900
New +$3.73M 0.03% 563
2016
Q1
Sell
-31,100
Closed -$4.34M 1603
2015
Q4
$4.34M Buy
31,100
+10,300
+50% +$1.42M 0.04% 472
2015
Q3
$2.91M Sell
20,800
-14,000
-40% -$2.1M 0.03% 517
2015
Q2
$5.71M Buy
34,800
+26,200
+305% +$4.19M 0.07% 361
2015
Q1
$1.33M Sell
8,600
-80,400
-90% -$11.4M 0.02% 694
2014
Q4
$11.2M Sell
89,000
-4,400
-5% -$544K 0.13% 204
2014
Q3
$11.2M Buy
93,400
+41,100
+79% +$4.71M 0.13% 206
2014
Q2
$5.63M Buy
52,300
+15,600
+43% +$1.61M 0.06% 398
2014
Q1
$3.65M Buy
36,700
+16,300
+80% +$1.47M 0.04% 467
2013
Q4
$1.89M Buy
20,400
+17,600
+629% +$1.56M 0.02% 722
2013
Q3
$234K Sell
2,800
-1,100
-28% -$94.3K ﹤0.01% 1445
2013
Q2
$319K Buy
+3,900
New +$292K ﹤0.01% 1123

Other funds holding ELV

Capital Fund Management (CFM)'s ELV Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Elevance Health (ELV) in Q1 2026: 52,982 shares worth $15.5M. The stake represents 0.07% of the portfolio and ranks #391 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in ELV as recently as Q2 2025.

Capital Fund Management (CFM) first reported a position in ELV in Q4 2013 and has held it in 35 quarters since. The position peaked at $33M in Q2 2023. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Capital Fund Management (CFM) held 52,982 shares of Elevance Health worth $15.5M as of Q1 2026.
  • Elevance Health was a new Capital Fund Management (CFM) position in Q1 2026.
  • Elevance Health made up 0.07% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #391 holding.
  • Capital Fund Management (CFM) first reported a position in Elevance Health in Q4 2013 and has held it in 35 quarters since.
  • Capital Fund Management (CFM)'s Elevance Health position peaked at $33M in Q2 2023.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.