CF
ELV icon

Convergence Financial’s Elevance Health ELV Stock Holding History

Convergence Financial’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 		$712K Buy
2,433
+62
+3% +$20.4K 0.08% 126
2025
Q4 		$831K Buy
2,371
+24
+1% +$8.11K 0.12% 88
2025
Q3 		$758K Buy
2,347
+413
+21% +$128K 0.11% 98
2025
Q2 		$752K Buy
1,934
+206
+12% +$82.9K 0.13% 92
2025
Q1 		$752K Buy
1,728
+457
+36% +$183K 0.15% 79
2024
Q4 		$469K Buy
1,271
+171
+16% +$71.6K 0.09% 95
2024
Q3 		$572K Buy
1,100
+674
+158% +$360K 0.12% 86
2024
Q2 		$231K Buy
+426
New +$225K 0.06% 135

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

Convergence Financial's ELV Position: Q1 2026 in Review

Convergence Financial increased its Elevance Health (ELV) stake by 2.6% in Q1 2026, buying an estimated $20.4K and bringing the position to 2,433 shares worth $712K. The position accounts for 0.08% of the portfolio, ranked #126.

Convergence Financial first reported a position in ELV in Q2 2024 and has held it in 8 quarters since. The position peaked at $831K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Convergence Financial held 2,433 shares of Elevance Health worth $712K as of Q1 2026.
  • Convergence Financial bought 62 Elevance Health shares in Q1 2026, an estimated $20.4K.
  • Elevance Health made up 0.08% of Convergence Financial's portfolio in Q1 2026, its #126 holding.
  • Convergence Financial first reported a position in Elevance Health in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's Elevance Health position peaked at $831K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.