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Csenge Advisory Group’s Elevance Health ELV Stock Holding History

Csenge Advisory 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 		$901K Sell
3,078
-105
-3% -$34.5K 0.04% 317
2025
Q4 		$1.12M Sell
3,183
-6
-0.2% -$2.03K 0.05% 288
2025
Q3 		$1.03M Sell
3,189
-282
-8% -$87.7K 0.05% 287
2025
Q2 		$1.33M Sell
3,471
-26
-0.7% -$10.5K 0.07% 217
2025
Q1 		$1.48M Buy
3,497
+87
+3% +$34.9K 0.08% 189
2024
Q4 		$1.26M Sell
3,410
-1,250
-27% -$523K 0.07% 221
2024
Q3 		$2.34M Buy
4,660
+592
+15% +$316K 0.12% 137
2024
Q2 		$2.2M Buy
4,068
+77
+2% +$40.7K 0.13% 126
2024
Q1 		$2.07M Sell
3,991
-51
-1% -$25.4K 0.12% 140
2023
Q4 		$1.91M Sell
4,042
-155
-4% -$71.7K 0.12% 151
2023
Q3 		$1.83M Buy
4,197
+238
+6% +$108K 0.12% 140
2023
Q2 		$1.76M Sell
3,959
-154
-4% -$71K 0.12% 143
2023
Q1 		$1.89M Buy
4,113
+77
+2% +$36.6K 0.14% 133
2022
Q4 		$2.07M Sell
4,036
-135
-3% -$68.5K 0.16% 119
2022
Q3 		$1.9M Sell
4,171
-231
-5% -$111K 0.16% 123
2022
Q2 		$2.12M Buy
4,402
+534
+14% +$264K 0.18% 109
2022
Q1 		$1.9M Buy
3,868
+591
+18% +$270K 0.15% 123
2021
Q4 		$1.26M Sell
3,277
-24
-0.7% -$10.1K 0.11% 156
2021
Q3 		$1.24M Buy
3,301
+24
+0.7% +$9.12K 0.1% 176
2021
Q2 		$1.26M Buy
3,277
+2,588
+376% +$989K 0.11% 156
2021
Q1 		$249K Sell
689
-247
-26% -$79.4K 0.03% 427
2020
Q4 		$301K Sell
936
-17
-2% -$5.22K 0.04% 321
2020
Q3 		$270K Sell
953
-1,120
-54% -$301K 0.04% 313
2020
Q2 		$545K Sell
2,073
-140
-6% -$37.4K 0.08% 177
2020
Q1 		$502K Buy
2,213
+872
+65% +$238K 0.13% 142
2019
Q4 		$405K Buy
1,341
+383
+40% +$105K 0.1% 185
2019
Q3 		$230K Buy
+958
New +$262K 0.06% 234
2018
Q4 		– Sell
-53
Closed -$14K – 555
2018
Q3 		$14K Buy
+53
New +$13.8K 0.01% 436

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

Csenge Advisory Group's ELV Position: Q1 2026 in Review

Csenge Advisory Group reduced its Elevance Health (ELV) stake by 3.3% in Q1 2026, selling an estimated $34.5K and leaving 3,078 shares worth $901K. The position accounts for 0.04% of the portfolio, ranked #317.

Csenge Advisory Group first reported a position in ELV in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.34M in Q3 2024. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Csenge Advisory Group held 3,078 shares of Elevance Health worth $901K as of Q1 2026.
  • Csenge Advisory Group sold 105 Elevance Health shares in Q1 2026, an estimated $34.5K.
  • Elevance Health made up 0.04% of Csenge Advisory Group's portfolio in Q1 2026, its #317 holding.
  • Csenge Advisory Group first reported a position in Elevance Health in Q3 2018 and has held it in 28 quarters since.
  • Csenge Advisory Group's Elevance Health position peaked at $2.34M in Q3 2024.
  • 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.