JFG
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Jefferies Financial Group’s Elevance Health ELV Stock Holding History

Jefferies Financial Group’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 		$42.6M Buy
145,647
+67,250
+86% +$22.1M 0.29% 55
2025
Q4 		$27.5M Buy
78,397
+65,288
+498% +$22.1M 0.14% 142
2025
Q3 		$4.24M Buy
13,109
+12,451
+1,892% +$3.87M 0.02% 415
2025
Q2 		$256K Sell
658
-4,620
-88% -$1.86M ﹤0.01% 1070
2025
Q1 		$2.3M Sell
5,278
-17,057
-76% -$6.85M 0.02% 525
2024
Q4 		$8.24M Sell
22,335
-3,504
-14% -$1.47M 0.05% 261
2024
Q3 		$13.4M Buy
25,839
+7,416
+40% +$3.96M 0.1% 130
2024
Q2 		$9.98M Sell
18,423
-11,836
-39% -$6.26M 0.11% 156
2024
Q1 		$15.7M Buy
30,259
+6,467
+27% +$3.22M 0.15% 110
2023
Q4 		$11.2M Buy
23,792
+18,958
+392% +$8.77M 0.07% 201
2023
Q3 		$2.1M Buy
4,834
+4,006
+484% +$1.82M 0.02% 612
2023
Q2 		$368K Sell
828
-2,097
-72% -$967K ﹤0.01% 1269
2023
Q1 		$1.34M Buy
2,925
+962
+49% +$458K 0.01% 785
2022
Q4 		$1.01M Buy
+1,963
New +$997K 0.01% 874

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

Jefferies Financial Group's ELV Position: Q1 2026 in Review

Jefferies Financial Group increased its Elevance Health (ELV) stake by 86% in Q1 2026, buying an estimated $22.1M and bringing the position to 145,647 shares worth $42.6M. The position accounts for 0.29% of the portfolio, ranked #55.

Jefferies Financial Group first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Jefferies Financial Group held 145,647 shares of Elevance Health worth $42.6M as of Q1 2026.
  • Jefferies Financial Group bought 67,250 Elevance Health shares in Q1 2026, an estimated $22.1M.
  • Elevance Health made up 0.29% of Jefferies Financial Group's portfolio in Q1 2026, its #55 holding.
  • Jefferies Financial Group first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.