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CVFG LLC’s Elevance Health ELV Stock Holding History

CVFG LLC’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 		$620K Sell
1,603
-9
-0.6% -$3.34K 0.07% 178
2026
Q1 		$472K Buy
1,612
+74
+5% +$24.3K 0.06% 183
2025
Q4 		$539K Buy
1,538
+123
+9% +$41.6K 0.37% 54
2025
Q3 		$457K Sell
1,415
-84
-6% -$26.1K 0.33% 62
2025
Q2 		$583K Buy
1,499
+16
+1% +$6.44K 0.46% 46
2025
Q1 		$645K Buy
1,483
+10
+0.7% +$4.01K 0.59% 42
2024
Q4 		$543K Buy
+1,473
New +$616K 0.5% 45

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

CVFG LLC's ELV Position: Q2 2026 in Review

CVFG LLC reduced its Elevance Health (ELV) stake by 0.56% in Q2 2026, selling an estimated $3.34K and leaving 1,603 shares worth $620K. The position accounts for 0.07% of the portfolio, ranked #178.

CVFG LLC first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $645K in Q1 2025. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • CVFG LLC held 1,603 shares of Elevance Health worth $620K as of Q2 2026.
  • CVFG LLC sold 9 Elevance Health shares in Q2 2026, an estimated $3.34K.
  • Elevance Health made up 0.07% of CVFG LLC's portfolio in Q2 2026, its #178 holding.
  • CVFG LLC first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • CVFG LLC's Elevance Health position peaked at $645K in Q1 2025.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.