DCM
ELV icon

DGS Capital Management’s Elevance Health ELV Stock Holding History

DGS Capital Management’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 		$872K Sell
2,980
-106
-3% -$34.8K 0.14% 137
2025
Q4 		$1.08M Buy
3,086
+151
+5% +$51K 0.19% 109
2025
Q3 		$948K Sell
2,935
-741
-20% -$230K 0.17% 119
2025
Q2 		$1.43M Buy
3,676
+943
+35% +$379K 0.3% 56
2025
Q1 		$1.19M Buy
2,733
+1,050
+62% +$422K 0.31% 62
2024
Q4 		$621K Sell
1,683
-633
-27% -$265K 0.16% 131
2024
Q3 		$1.2M Buy
2,316
+58
+3% +$31K 0.33% 59
2024
Q2 		$1.22M Buy
2,258
+84
+4% +$44.4K 0.34% 49
2024
Q1 		$1.13M Buy
2,174
+1,022
+89% +$508K 0.32% 53
2023
Q4 		$543K Sell
1,152
-119
-9% -$55K 0.21% 90
2023
Q3 		$553K Sell
1,271
-25
-2% -$11.3K 0.27% 85
2023
Q2 		$576K Sell
1,296
-279
-18% -$129K 0.29% 79
2023
Q1 		$724K Sell
1,575
-19
-1% -$9.04K 0.4% 48
2022
Q4 		$818K Buy
1,594
+123
+8% +$62.5K 0.53% 38
2022
Q3 		$668K Buy
1,471
+84
+6% +$40.2K 0.45% 36
2022
Q2 		$669K Buy
1,387
+119
+9% +$58.9K 0.54% 33
2022
Q1 		$623K Buy
1,268
+124
+11% +$56.7K 0.38% 42
2021
Q4 		$530K Buy
+1,144
New +$481K 0.33% 50

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

DGS Capital Management's ELV Position: Q1 2026 in Review

DGS Capital Management reduced its Elevance Health (ELV) stake by 3.4% in Q1 2026, selling an estimated $34.8K and leaving 2,980 shares worth $872K. The position accounts for 0.14% of the portfolio, ranked #137.

DGS Capital Management first reported a position in ELV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.43M in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • DGS Capital Management held 2,980 shares of Elevance Health worth $872K as of Q1 2026.
  • DGS Capital Management sold 106 Elevance Health shares in Q1 2026, an estimated $34.8K.
  • Elevance Health made up 0.14% of DGS Capital Management's portfolio in Q1 2026, its #137 holding.
  • DGS Capital Management first reported a position in Elevance Health in Q4 2021 and has held it in 18 quarters since.
  • DGS Capital Management's Elevance Health position peaked at $1.43M in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.