HA
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HFG Advisors’s Elevance Health ELV Stock Holding History

HFG Advisors’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
-605
Closed -$212K – 122
2025
Q4 		$212K Sell
605
-47
-7% -$15.9K 0.15% 101
2025
Q3 		$211K Buy
652
+3
+0.5% +$933 0.16% 98
2025
Q2 		$253K Buy
649
+2
+0.3% +$804 0.2% 80
2025
Q1 		$281K Buy
647
+3
+0.5% +$1.2K 0.24% 70
2024
Q4 		$238K Sell
644
-263
-29% -$110K 0.21% 79
2024
Q3 		$471K Buy
907
+2
+0.2% +$1.07K 0.42% 50
2024
Q2 		$490K Buy
905
+2
+0.2% +$1.06K 0.46% 48
2024
Q1 		$468K Sell
903
-45
-5% -$22.4K 0.42% 54
2023
Q4 		$447K Buy
948
+2
+0.2% +$925 0.43% 52
2023
Q3 		$412K Buy
946
+50
+6% +$22.7K 0.45% 55
2023
Q2 		$398K Buy
896
+2
+0.2% +$923 0.42% 54
2023
Q1 		$411K Buy
894
+2
+0.2% +$952 0.47% 50
2022
Q4 		$457K Buy
892
+2
+0.2% +$1.01K 0.54% 45
2022
Q3 		$404K Sell
890
-283
-24% -$135K 0.56% 43
2022
Q2 		$566K Buy
1,173
+1
+0.1% +$495 0.76% 41
2022
Q1 		$575K Sell
1,172
-197
-14% -$90K 0.66% 38
2021
Q4 		$635K Buy
+1,369
New +$576K 0.72% 38

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

HFG Advisors's ELV Position: Q1 2026 in Review

HFG Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 605 shares — an estimated $212K sold.

HFG Advisors first reported a position in ELV in Q4 2021 and held it in 17 quarters. The position peaked at $635K in Q4 2021. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • HFG Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • HFG Advisors sold 605 Elevance Health shares in Q1 2026, an estimated $212K.
  • HFG Advisors first reported a position in Elevance Health in Q4 2021 and held it in 17 quarters.
  • HFG Advisors's Elevance Health position peaked at $635K in Q4 2021.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.