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Financial Consulate’s Elevance Health ELV Stock Holding History

Financial Consulate’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 		$47.5K Buy
162
+6
+4% +$1.97K 0.01% 336
2025
Q4 		$54.5K Buy
156
+105
+206% +$35.5K 0.01% 306
2025
Q3 		$16.5K Buy
+51
New +$15.9K ﹤0.01% 485

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

Financial Consulate's ELV Position: Q1 2026 in Review

Financial Consulate increased its Elevance Health (ELV) stake by 3.8% in Q1 2026, buying an estimated $1.97K and bringing the position to 162 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #336.

Financial Consulate first reported a position in ELV in Q3 2025 and has held it in 3 quarters since. The position peaked at $54.5K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Financial Consulate held 162 shares of Elevance Health worth $47.5K as of Q1 2026.
  • Financial Consulate bought 6 Elevance Health shares in Q1 2026, an estimated $1.97K.
  • Elevance Health made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #336 holding.
  • Financial Consulate first reported a position in Elevance Health in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Elevance Health position peaked at $54.5K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.