Capstone Investment Advisors’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 | $673K | Sell |
2,300
-1,000
| -30% | -$329K | ﹤0.01% | 1011 |
|
|
2025
Q4 | $1.16M | Sell |
3,300
-1,900
| -37% | -$642K | ﹤0.01% | 816 |
|
|
2025
Q3 | $1.68M | Buy |
5,200
+1,500
| +41% | +$467K | ﹤0.01% | 830 |
|
|
2025
Q2 | $1.44M | Sell |
3,700
-700
| -16% | -$282K | ﹤0.01% | 747 |
|
|
2025
Q1 | $1.91M | Sell |
4,400
-6,300
| -59% | -$2.53M | 0.01% | 695 |
|
|
2024
Q4 | $3.95M | Buy |
10,700
+2,400
| +29% | +$1M | 0.01% | 630 |
|
|
2024
Q3 | $4.32M | Buy |
8,300
+1,800
| +28% | +$962K | 0.01% | 500 |
|
|
2024
Q2 | $3.52M | Buy |
6,500
+1,300
| +25% | +$687K | 0.01% | 550 |
|
|
2024
Q1 | $2.7M | Sell |
5,200
-7,000
| -57% | -$3.48M | 0.01% | 658 |
|
|
2023
Q4 | $5.75M | Buy |
12,200
+2,900
| +31% | +$1.34M | 0.02% | 488 |
|
|
2023
Q3 | $4.05M | Buy |
9,300
+700
| +8% | +$318K | 0.02% | 490 |
|
|
2023
Q2 | $3.82M | Buy |
8,600
+400
| +5% | +$185K | 0.02% | 454 |
|
|
2023
Q1 | $3.77M | Sell |
8,200
-1,500
| -15% | -$714K | 0.02% | 434 |
|
|
2022
Q4 | $4.98M | Buy |
9,700
+1,200
| +14% | +$609K | 0.04% | 388 |
|
|
2022
Q3 | $3.86M | Sell |
8,500
-1,400
| -14% | -$670K | 0.02% | 482 |
|
|
2022
Q2 | $4.78M | Sell |
9,900
-24,400
| -71% | -$12.1M | 0.02% | 423 |
|
|
2022
Q1 | $16.8M | Sell |
34,300
-13,300
| -28% | -$6.08M | 0.05% | 300 |
|
|
2021
Q4 | $22.1M | Buy |
47,600
+7,700
| +19% | +$3.24M | 0.04% | 409 |
|
|
2021
Q3 | $14.9M | Buy |
39,900
+6,200
| +18% | +$2.36M | 0.03% | 501 |
|
|
2021
Q2 | $12.9M | Buy |
33,700
+2,900
| +9% | +$1.11M | 0.03% | 458 |
|
|
2021
Q1 | $11.1M | Sell |
30,800
-3,700
| -11% | -$1.19M | 0.03% | 441 |
|
|
2020
Q4 | $11.1M | Sell |
34,500
-700
| -2% | -$215K | 0.04% | 376 |
|
|
2020
Q3 | $9.45M | Buy |
35,200
+4,300
| +14% | +$1.16M | 0.05% | 343 |
|
|
2020
Q2 | $8.13M | Buy |
30,900
+2,100
| +7% | +$560K | 0.05% | 304 |
|
|
2020
Q1 | $6.54M | Sell |
28,800
-8,500
| -23% | -$2.32M | 0.11% | 210 |
|
|
2019
Q4 | $11.3M | Buy |
37,300
+10,600
| +40% | +$2.92M | 0.06% | 333 |
|
|
2019
Q3 | $6.41M | Buy |
26,700
+8,900
| +50% | +$2.44M | 0.04% | 382 |
|
|
2019
Q2 | $5.02M | Buy |
17,800
+6,700
| +60% | +$1.83M | 0.04% | 456 |
|
|
2019
Q1 | $3.19M | Buy |
11,100
+5,700
| +106% | +$1.65M | 0.03% | 471 |
|
|
2018
Q4 | $1.42M | Buy |
5,400
+2,900
| +116% | +$797K | 0.02% | 522 |
|
|
2018
Q3 | $685K | Buy |
+2,500
| New | +$649K | 0.01% | 707 |
|
Other funds holding ELV
VCM
VPM
Capstone Investment Advisors's ELV Position: Q1 2026 in Review
Capstone Investment Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 2,445 shares — an estimated $804K sold.
Capstone Investment Advisors first reported a position in ELV in Q2 2016 and held it in 30 quarters. The position peaked at $7.63M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Capstone Investment Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
- Capstone Investment Advisors sold 2,445 Elevance Health shares in Q1 2026, an estimated $804K.
- Capstone Investment Advisors first reported a position in Elevance Health in Q2 2016 and held it in 30 quarters.
- Capstone Investment Advisors's Elevance Health position peaked at $7.63M in Q4 2024.
- 1,466 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.