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Forum Financial Management’s Elevance Health ELV Stock Holding History

Forum Financial 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 		– Sell
-3,766
Closed -$1.32M – 538
2025
Q4 		$1.32M Buy
3,766
+795
+27% +$269K 0.02% 195
2025
Q3 		$960K Buy
2,971
+33
+1% +$10.3K 0.01% 246
2025
Q2 		$1.14M Buy
2,938
+82
+3% +$33K 0.02% 195
2025
Q1 		$1.24M Buy
+2,856
New +$1.15M 0.02% 174
2024
Q4 		– Sell
-2,826
Closed -$1.47M – 944
2024
Q3 		$1.47M Buy
2,826
+117
+4% +$62.5K 0.02% 141
2024
Q2 		$1.47M Sell
2,709
-77
-3% -$40.7K 0.03% 135
2024
Q1 		$1.44M Buy
2,786
+1
+0% +$497 0.02% 155
2023
Q4 		$1.31M Sell
2,785
-1
-0% -$462 0.02% 131
2023
Q3 		$1.21M Sell
2,786
-118
-4% -$53.5K 0.03% 137
2023
Q2 		$1.29M Buy
2,904
+181
+7% +$83.5K 0.03% 127
2023
Q1 		$1.25M Buy
2,723
+1
+0% +$476 0.04% 121
2022
Q4 		$1.4M Hold
2,722
– – 0.05% 96
2022
Q3 		$1.24M Hold
2,722
– – 0.06% 93
2022
Q2 		$1.31M Sell
2,722
-104
-4% -$51.5K 0.07% 96
2022
Q1 		$1.39M Sell
2,826
-1
-0% -$457 0.07% 90
2021
Q4 		$1.31M Buy
+2,827
New +$1.19M 0.07% 92

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Forum Financial Management's ELV Position: Q1 2026 in Review

Forum Financial Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 3,766 shares — an estimated $1.32M sold.

Forum Financial Management first reported a position in ELV in Q4 2021 and held it in 16 quarters. The position peaked at $1.47M in Q3 2024. 1,469 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Forum Financial Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,766 Elevance Health shares in Q1 2026, an estimated $1.32M.
  • Forum Financial Management first reported a position in Elevance Health in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Elevance Health position peaked at $1.47M in Q3 2024.
  • 1,469 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.