Johnson Financial Group Inc (Wisconsin)’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 | $4.63M | Buy |
15,831
+1,104
| +7% | +$363K | 0.17% | 70 |
|
|
2025
Q4 | $5.16M | Buy |
14,727
+2,640
| +22% | +$892K | 0.19% | 63 |
|
|
2025
Q3 | $3.91M | Buy |
12,087
+8,948
| +285% | +$2.78M | 0.15% | 79 |
|
|
2025
Q2 | $1.22M | Buy |
+3,139
| New | +$1.26M | 0.05% | 145 |
|
|
2024
Q4 | – | Sell |
-123
| Closed | -$64K | – | 879 |
|
|
2024
Q3 | $64K | Hold |
123
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $66.7K | Buy |
123
+4
| +3% | +$2.11K | ﹤0.01% | 428 |
|
|
2024
Q1 | $61.7K | Sell |
119
-153
| -56% | -$76.1K | ﹤0.01% | 407 |
|
|
2023
Q4 | $128K | Buy |
272
+215
| +377% | +$99.4K | 0.01% | 345 |
|
|
2023
Q3 | $24.8K | Sell |
57
-22
| -28% | -$9.98K | ﹤0.01% | 463 |
|
|
2023
Q2 | $35.1K | Buy |
79
+22
| +39% | +$10.1K | ﹤0.01% | 441 |
|
|
2023
Q1 | $26.2K | Buy |
57
+19
| +50% | +$9.04K | ﹤0.01% | 460 |
|
|
2022
Q4 | $19.5K | Sell |
38
-24
| -39% | -$12.2K | ﹤0.01% | 441 |
|
|
2022
Q3 | $28K | Sell |
62
-38
| -38% | -$18.2K | ﹤0.01% | 406 |
|
|
2022
Q2 | $48K | Buy |
100
+5
| +5% | +$2.47K | ﹤0.01% | 394 |
|
|
2022
Q1 | $46K | Sell |
95
-27
| -22% | -$12.3K | ﹤0.01% | 447 |
|
|
2021
Q4 | $57K | Buy |
122
+54
| +79% | +$22.7K | ﹤0.01% | 430 |
|
|
2021
Q3 | $25K | Hold |
68
| – | – | ﹤0.01% | 479 |
|
|
2021
Q2 | $26K | Buy |
+68
| New | +$26K | ﹤0.01% | 484 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 453 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | +$273 | ﹤0.01% | 485 |
|
|
2019
Q4 | – | Sell |
-21
| Closed | -$5K | – | 536 |
|
|
2019
Q3 | $5K | Buy |
21
+16
| +320% | +$4.38K | ﹤0.01% | 484 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 537 |
|
|
2019
Q1 | $1K | Sell |
5
-38
| -88% | -$11K | ﹤0.01% | 511 |
|
|
2018
Q4 | $11K | Sell |
43
-87
| -67% | -$23.9K | ﹤0.01% | 425 |
|
|
2018
Q3 | $36K | Sell |
130
-10
| -7% | -$2.6K | ﹤0.01% | 351 |
|
|
2018
Q2 | $33K | Hold |
140
| – | – | ﹤0.01% | 362 |
|
|
2018
Q1 | $31K | Sell |
140
-5
| -3% | -$1.18K | ﹤0.01% | 377 |
|
|
2017
Q4 | $33K | Hold |
145
| – | – | ﹤0.01% | 394 |
|
|
2017
Q3 | $28K | Hold |
145
| – | – | ﹤0.01% | 386 |
|
|
2017
Q2 | $27K | Hold |
145
| – | – | ﹤0.01% | 406 |
|
|
2017
Q1 | $24K | Sell |
145
-3,713
| -96% | -$591K | ﹤0.01% | 493 |
|
|
2016
Q4 | $555K | Buy |
3,858
+3,800
| +6,552% | +$509K | 0.08% | 195 |
|
|
2016
Q3 | $7K | Sell |
58
-5,645
| -99% | -$729K | ﹤0.01% | 616 |
|
|
2016
Q2 | $749K | Sell |
5,703
-72
| -1% | -$9.85K | 0.1% | 163 |
|
|
2016
Q1 | $803K | Buy |
5,775
+185
| +3% | +$24.7K | 0.16% | 130 |
|
|
2015
Q4 | $779K | Buy |
5,590
+30
| +0.5% | +$4.13K | 0.16% | 124 |
|
|
2015
Q3 | $778K | Sell |
5,560
-200
| -3% | -$30.1K | 0.17% | 127 |
|
|
2015
Q2 | $946K | Sell |
5,760
-7
| -0.1% | -$1.12K | 0.2% | 113 |
|
|
2015
Q1 | $890K | Buy |
+5,767
| New | +$821K | 0.19% | 115 |
|
|
2014
Q4 | – | Sell |
-20
| Closed | -$2K | – | 804 |
|
|
2014
Q3 | $2K | Buy |
+20
| New | +$2.29K | ﹤0.01% | 708 |
|
Other funds holding ELV
VCM
VPM
Johnson Financial Group Inc (Wisconsin)'s ELV Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) increased its Elevance Health (ELV) stake by 7.5% in Q1 2026, buying an estimated $363K and bringing the position to 15,831 shares worth $4.63M. The position accounts for 0.17% of the portfolio, ranked #70.
Johnson Financial Group Inc (Wisconsin) first reported a position in ELV in Q3 2014 and has held it in 39 quarters since. The position peaked at $5.16M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) held 15,831 shares of Elevance Health worth $4.63M as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) bought 1,104 Elevance Health shares in Q1 2026, an estimated $363K.
- Elevance Health made up 0.17% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #70 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in Elevance Health in Q3 2014 and has held it in 39 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s Elevance Health position peaked at $5.16M in Q4 2025.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.