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Capital Investment Advisors’s Elevance Health ELV Stock Holding History

Capital Investment 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 		$338K Sell
1,154
-40
-3% -$13.1K ﹤0.01% 583
2025
Q4 		$419K Buy
1,194
+267
+29% +$90.2K 0.01% 515
2025
Q3 		$300K Buy
927
+151
+19% +$47K ﹤0.01% 590
2025
Q2 		$302K Sell
776
-46
-6% -$18.5K 0.01% 569
2025
Q1 		$358K Buy
822
+80
+11% +$32.1K 0.01% 503
2024
Q4 		$274K Sell
742
-98
-12% -$41K 0.01% 541
2024
Q3 		$437K Sell
840
-21
-2% -$11.2K 0.01% 431
2024
Q2 		$467K Buy
861
+27
+3% +$14.3K 0.01% 409
2024
Q1 		$432K Sell
834
-53
-6% -$26.4K 0.01% 419
2023
Q4 		$418K Buy
887
+22
+3% +$10.2K 0.01% 414
2023
Q3 		$377K Sell
865
-273
-24% -$124K 0.01% 413
2023
Q2 		$505K Buy
1,138
+273
+32% +$126K 0.02% 339
2023
Q1 		$398K Sell
865
-30
-3% -$14.3K 0.01% 389
2022
Q4 		$459K Buy
895
+221
+33% +$112K 0.01% 369
2022
Q3 		$306K Buy
674
+34
+5% +$16.3K 0.01% 410
2022
Q2 		$309K Buy
640
+6
+0.9% +$2.97K 0.01% 417
2022
Q1 		$311K Buy
634
+156
+33% +$71.3K 0.01% 449
2021
Q4 		$222K Buy
+478
New +$201K 0.01% 534
2019
Q2 		– Sell
-718
Closed -$206K – 515
2019
Q1 		$206K Sell
718
-61
-8% -$17.6K 0.01% 451
2018
Q4 		$205K Buy
+779
New +$214K 0.01% 434

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Investment Advisors's ELV Position: Q1 2026 in Review

Capital Investment Advisors reduced its Elevance Health (ELV) stake by 3.4% in Q1 2026, selling an estimated $13.1K and leaving 1,154 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Capital Investment Advisors first reported a position in ELV in Q4 2018 and has held it in 20 quarters since. The position peaked at $505K in Q2 2023. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Capital Investment Advisors held 1,154 shares of Elevance Health worth $338K as of Q1 2026.
  • Capital Investment Advisors sold 40 Elevance Health shares in Q1 2026, an estimated $13.1K.
  • Elevance Health made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #583 holding.
  • Capital Investment Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 20 quarters since.
  • Capital Investment Advisors's Elevance Health position peaked at $505K in Q2 2023.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.