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
$3.31M Sell
11,300
-43,100
-79% -$14.2M 0.02% 1111
2025
Q4
$19.1M Sell
54,400
-21,300
-28% -$7.2M 0.05% 511
2025
Q3
$24.5M Buy
+75,700
New +$23.5M 0.06% 429
2021
Q3
Sell
-17,100
Closed -$6.53M 1597
2021
Q2
$6.53M Buy
+17,100
New +$6.53M 0.05% 470
2020
Q2
Sell
-1,400
Closed -$318K 1178
2020
Q1
$318K Sell
1,400
-14,100
-91% -$3.84M ﹤0.01% 1201
2019
Q4
$4.68M Buy
15,500
+7,300
+89% +$2.01M 0.04% 559
2019
Q3
$1.97M Sell
8,200
-29,200
-78% -$8M 0.02% 797
2019
Q2
$10.6M Buy
37,400
+1,000
+3% +$273K 0.1% 289
2019
Q1
$10.4M Sell
36,400
-17,300
-32% -$5M 0.09% 290
2018
Q4
$14.1M Sell
53,700
-7,200
-12% -$1.98M 0.12% 218
2018
Q3
$16.7M Buy
60,900
+5,200
+9% +$1.35M 0.09% 332
2018
Q2
$13.3M Buy
55,700
+4,000
+8% +$926K 0.07% 388
2018
Q1
$11.4M Buy
51,700
+31,500
+156% +$7.4M 0.07% 403
2017
Q4
$4.54M Buy
20,200
+6,900
+52% +$1.47M 0.03% 705
2017
Q3
$2.52M Sell
13,300
-4,000
-23% -$761K 0.02% 713
2017
Q2
$3.25M Sell
17,300
-10,000
-37% -$1.8M 0.03% 608
2017
Q1
$4.51M Buy
27,300
+15,300
+128% +$2.43M 0.04% 512
2016
Q4
$1.73M Buy
12,000
+3,100
+35% +$415K 0.01% 819
2016
Q3
$1.11M Buy
+8,900
New +$1.15M 0.01% 927
2016
Q1
Sell
-25,000
Closed -$3.49M 1604
2015
Q4
$3.49M Buy
25,000
+13,300
+114% +$1.83M 0.04% 532
2015
Q3
$1.64M Sell
11,700
-20,100
-63% -$3.02M 0.02% 675
2015
Q2
$5.22M Buy
31,800
+22,400
+238% +$3.58M 0.07% 379
2015
Q1
$1.45M Sell
9,400
-47,200
-83% -$6.72M 0.02% 665
2014
Q4
$7.11M Sell
56,600
-11,000
-16% -$1.36M 0.08% 325
2014
Q3
$8.09M Buy
67,600
+46,200
+216% +$5.3M 0.09% 277
2014
Q2
$2.3M Buy
21,400
+7,100
+50% +$732K 0.02% 676
2014
Q1
$1.42M Sell
14,300
-10,300
-42% -$932K 0.02% 815
2013
Q4
$2.27M Buy
24,600
+14,500
+144% +$1.29M 0.03% 654
2013
Q3
$844K Buy
10,100
+2,900
+40% +$249K 0.01% 940
2013
Q2
$589K Buy
+7,200
New +$539K 0.01% 954

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.