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Catalyst Financial Partners’s Elevance Health ELV Stock Holding History

Catalyst Financial Partners’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 		$264K Buy
901
+57
+7% +$18.7K 0.03% 315
2025
Q4 		$296K Buy
844
+130
+18% +$43.9K 0.03% 256
2025
Q3 		$231K Sell
714
-514
-42% -$160K 0.03% 283
2025
Q2 		$478K Buy
1,228
+199
+19% +$80K 0.05% 171
2025
Q1 		$448K Buy
1,029
+215
+26% +$86.3K 0.08% 167
2024
Q4 		$300K Sell
814
-104
-11% -$43.5K 0.06% 210
2024
Q3 		$477K Buy
918
+26
+3% +$13.9K 0.09% 143
2024
Q2 		$483K Buy
892
+70
+9% +$37K 0.11% 131
2024
Q1 		$418K Buy
822
+92
+13% +$45.8K 0.11% 130
2023
Q4 		$344K Buy
730
+68
+10% +$31.4K 0.1% 146
2023
Q3 		$288K Buy
662
+73
+12% +$33.1K 0.09% 159
2023
Q2 		$262K Buy
589
+50
+9% +$23.1K 0.09% 162
2023
Q1 		$248K Sell
539
-9
-2% -$4.28K 0.11% 146
2022
Q4 		$281K Buy
+548
New +$278K 0.14% 116

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

Catalyst Financial Partners's ELV Position: Q1 2026 in Review

Catalyst Financial Partners increased its Elevance Health (ELV) stake by 6.8% in Q1 2026, buying an estimated $18.7K and bringing the position to 901 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #315.

Catalyst Financial Partners first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $483K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Catalyst Financial Partners held 901 shares of Elevance Health worth $264K as of Q1 2026.
  • Catalyst Financial Partners bought 57 Elevance Health shares in Q1 2026, an estimated $18.7K.
  • Elevance Health made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #315 holding.
  • Catalyst Financial Partners first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Elevance Health position peaked at $483K in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.