CFG
ELV icon

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
Q2 		$258K Sell
667
-210
-24% -$77.9K 0.17% 114
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chapman Financial Group's ELV Position: Q2 2026 in Review

Chapman Financial Group reduced its Elevance Health (ELV) stake by 24% in Q2 2026, selling an estimated $77.9K and leaving 667 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #114.

Chapman Financial Group first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $809K in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Chapman Financial Group held 667 shares of Elevance Health worth $258K as of Q2 2026.
  • Chapman Financial Group sold 210 Elevance Health shares in Q2 2026, an estimated $77.9K.
  • Elevance Health made up 0.17% of Chapman Financial Group's portfolio in Q2 2026, its #114 holding.
  • Chapman Financial Group first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Elevance Health position peaked at $809K in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.