Capstone Investment Advisors
ELV icon

Capstone Investment Advisors’s Elevance Health ELV Stock Holding History

Capstone 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 		$2.66M Sell
9,100
-2,400
-21% -$789K ﹤0.01% 567
2025
Q4 		$4.03M Sell
11,500
-12,900
-53% -$4.36M 0.01% 414
2025
Q3 		$7.88M Buy
24,400
+6,500
+36% +$2.02M 0.01% 361
2025
Q2 		$6.96M Sell
17,900
-2,600
-13% -$1.05M 0.02% 325
2025
Q1 		$8.92M Sell
20,500
-6,700
-25% -$2.69M 0.02% 328
2024
Q4 		$10M Buy
27,200
+4,000
+17% +$1.67M 0.02% 356
2024
Q3 		$12.1M Buy
23,200
+3,100
+15% +$1.66M 0.04% 264
2024
Q2 		$10.9M Buy
20,100
+4,200
+26% +$2.22M 0.03% 295
2024
Q1 		$8.24M Sell
15,900
-23,400
-60% -$11.6M 0.03% 312
2023
Q4 		$18.5M Buy
39,300
+12,700
+48% +$5.87M 0.06% 222
2023
Q3 		$11.6M Buy
26,600
+700
+3% +$318K 0.05% 249
2023
Q2 		$11.5M Buy
25,900
+2,000
+8% +$923K 0.06% 228
2023
Q1 		$11M Sell
23,900
-20,900
-47% -$9.95M 0.06% 225
2022
Q4 		$23M Buy
44,800
+5,800
+15% +$2.94M 0.17% 87
2022
Q3 		$17.7M Buy
39,000
+3,100
+9% +$1.48M 0.11% 119
2022
Q2 		$17.3M Sell
35,900
-99,500
-73% -$49.2M 0.08% 151
2022
Q1 		$66.5M Sell
135,400
-228,900
-63% -$105M 0.18% 69
2021
Q4 		$169M Buy
364,300
+86,400
+31% +$36.3M 0.28% 68
2021
Q3 		$104M Buy
277,900
+13,000
+5% +$4.94M 0.21% 96
2021
Q2 		$101M Buy
264,900
+62,900
+31% +$24M 0.23% 93
2021
Q1 		$72.5M Buy
202,000
+50,300
+33% +$16.2M 0.21% 96
2020
Q4 		$48.7M Buy
151,700
+2,100
+1% +$644K 0.16% 106
2020
Q3 		$40.2M Buy
149,600
+36,200
+32% +$9.74M 0.21% 86
2020
Q2 		$29.8M Buy
113,400
+9,100
+9% +$2.43M 0.2% 94
2020
Q1 		$23.7M Sell
104,300
-36,100
-26% -$9.84M 0.38% 35
2019
Q4 		$42.4M Buy
140,400
+41,900
+43% +$11.5M 0.23% 99
2019
Q3 		$23.6M Buy
98,500
+12,400
+14% +$3.4M 0.16% 127
2019
Q2 		$24.3M Buy
86,100
+19,900
+30% +$5.44M 0.18% 129
2019
Q1 		$19M Buy
66,200
+23,700
+56% +$6.85M 0.17% 129
2018
Q4 		$11.2M Buy
42,500
+22,000
+107% +$6.05M 0.14% 124
2018
Q3 		$5.62M Buy
20,500
+15,300
+294% +$3.97M 0.06% 233
2018
Q2 		$1.24M Buy
+5,200
New +$1.2M 0.02% 350

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

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.