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Chapman Financial Group’s Elevance Health ELV Stock Holding History

Chapman Financial Group’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 		$257K Sell
877
-40
-4% -$13.1K 0.18% 111
2025
Q4 		$321K Sell
917
-260
-22% -$87.9K 0.22% 100
2025
Q3 		$380K Sell
1,177
-904
-43% -$281K 0.26% 91
2025
Q2 		$809K Buy
+2,081
New +$837K 0.69% 50
2024
Q4 		$674K Buy
+1,827
New +$765K 0.54% 59

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

Chapman Financial Group's ELV Position: Q1 2026 in Review

Chapman Financial Group reduced its Elevance Health (ELV) stake by 4.4% in Q1 2026, selling an estimated $13.1K and leaving 877 shares worth $257K. The position accounts for 0.18% of the portfolio, ranked #111.

Chapman Financial Group first reported a position in ELV in Q4 2024 and has held it in 5 quarters since. The position peaked at $809K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Chapman Financial Group held 877 shares of Elevance Health worth $257K as of Q1 2026.
  • Chapman Financial Group sold 40 Elevance Health shares in Q1 2026, an estimated $13.1K.
  • Elevance Health made up 0.18% of Chapman Financial Group's portfolio in Q1 2026, its #111 holding.
  • Chapman Financial Group first reported a position in Elevance Health in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Elevance Health position peaked at $809K in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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