Family Legacy Inc’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.17M Sell
7,423
-16
-0.2% -$5.26K 0.65% 59
2025
Q4
$2.61M Buy
7,439
+55
+0.7% +$18.6K 0.78% 50
2025
Q3
$2.39M Buy
7,384
+225
+3% +$70K 0.73% 52
2025
Q2
$2.78M Buy
7,159
+202
+3% +$81.2K 0.91% 44
2025
Q1
$3.03M Buy
6,957
+126
+2% +$50.6K 1.04% 41
2024
Q4
$2.62M Buy
6,831
+232
+4% +$97.1K 0.89% 44
2024
Q3
$3.43M Buy
6,599
+127
+2% +$67.8K 1.14% 35
2024
Q2
$3.51M Sell
6,472
-106
-2% -$56K 1.26% 34
2024
Q1
$3.41M Buy
6,578
+10
+0.2% +$4.97K 1.23% 34
2023
Q4
$3.1M Buy
6,568
+1
+0% +$462 1.18% 36
2023
Q3
$2.86M Buy
6,567
+57
+0.9% +$25.9K 1.19% 34
2023
Q2
$2.89M Sell
6,510
-16
-0.2% -$7.38K 1.16% 36
2023
Q1
$3M Buy
6,526
+204
+3% +$97.1K 1.28% 34
2022
Q4
$3.13M Buy
6,322
+301
+5% +$153K 1.37% 33
2022
Q3
$2.73M Buy
6,021
+118
+2% +$56.5K 1.37% 30
2022
Q2
$2.82M Sell
5,903
-33
-0.6% -$16.3K 1.34% 29
2022
Q1
$2.92M Buy
5,936
+8
+0.1% +$3.66K 1.22% 33
2021
Q4
$2.69M Buy
5,928
+144
+2% +$60.6K 1.1% 37
2021
Q3
$2.23M Buy
5,784
+26
+0.5% +$9.88K 1.01% 43
2021
Q2
$2.21M Buy
5,758
+117
+2% +$44.7K 0.99% 46
2021
Q1
$2.02M Buy
5,641
+146
+3% +$47K 0.97% 47
2020
Q4
$1.76M Buy
5,495
+166
+3% +$50.9K 0.91% 46
2020
Q3
$1.43M Buy
5,329
+155
+3% +$41.7K 0.81% 50
2020
Q2
$1.36M Sell
5,174
-30
-0.6% -$8K 0.82% 49
2020
Q1
$1.18M Buy
5,204
+75
+1% +$20.4K 0.85% 45
2019
Q4
$1.58M Buy
5,129
+68
+1% +$18.7K 0.9% 46
2019
Q3
$1.42M Buy
5,061
+1,672
+49% +$458K 0.88% 48
2019
Q2
$956K Buy
3,389
+93
+3% +$25.4K 0.75% 54
2019
Q1
$954K Buy
3,296
+60
+2% +$17.4K 0.77% 49
2018
Q4
$850K Buy
3,236
+371
+13% +$102K 0.76% 50
2018
Q3
$785K Buy
2,865
+143
+5% +$37.1K 0.64% 59
2018
Q2
$648K Buy
2,722
+263
+11% +$60.9K 0.56% 58
2018
Q1
$540K Buy
2,459
+103
+4% +$24.2K 0.5% 61
2017
Q4
$530K Buy
+2,356
New +$502K 0.48% 63

Other funds holding ELV

Family Legacy Inc's ELV Position: Q1 2026 in Review

Family Legacy Inc reduced its Elevance Health (ELV) stake by 0.22% in Q1 2026, selling an estimated $5.26K and leaving 7,423 shares worth $2.17M. The position accounts for 0.65% of the portfolio, ranked #59.

Family Legacy Inc first reported a position in ELV in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.51M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Family Legacy Inc held 7,423 shares of Elevance Health worth $2.17M as of Q1 2026.
  • Family Legacy Inc sold 16 Elevance Health shares in Q1 2026, an estimated $5.26K.
  • Elevance Health made up 0.65% of Family Legacy Inc's portfolio in Q1 2026, its #59 holding.
  • Family Legacy Inc first reported a position in Elevance Health in Q4 2017 and has held it in 34 quarters since.
  • Family Legacy Inc's Elevance Health position peaked at $3.51M in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Family Legacy Inc's 13F filing for Q1 2026, filed 12 May 2026.