KFA
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Kapstone Financial Advisors’s Elevance Health ELV Stock Holding History

Kapstone Financial 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
-894
Closed -$313K – 161
2025
Q4 		$313K Sell
894
-239
-21% -$80.8K 0.16% 77
2025
Q3 		$366K Sell
1,133
-222
-16% -$69K 0.17% 69
2025
Q2 		$527K Sell
1,355
-24
-2% -$9.65K 0.26% 58
2025
Q1 		$600K Hold
1,379
– – 0.34% 48
2024
Q4 		$552K Sell
1,379
-247
-15% -$103K 0.29% 56
2024
Q3 		$852K Sell
1,626
-70
-4% -$37.4K 0.52% 35
2024
Q2 		$919K Buy
1,696
+39
+2% +$20.6K 0.6% 31
2024
Q1 		$859K Buy
1,657
+129
+8% +$64.2K 0.59% 35
2023
Q4 		$734K Buy
1,528
+42
+3% +$19.4K 0.58% 33
2023
Q3 		$647K Buy
1,486
+120
+9% +$54.4K 0.58% 33
2023
Q2 		$639K Buy
1,366
+252
+23% +$116K 0.53% 36
2023
Q1 		$553K Hold
1,114
– – 0.5% 44
2022
Q4 		$535K Buy
+1,114
New +$566K 0.49% 47

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

Kapstone Financial Advisors's ELV Position: Q1 2026 in Review

Kapstone Financial Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 894 shares — an estimated $313K sold.

Kapstone Financial Advisors first reported a position in ELV in Q4 2022 and held it in 13 quarters. The position peaked at $919K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Kapstone Financial Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Kapstone Financial Advisors sold 894 Elevance Health shares in Q1 2026, an estimated $313K.
  • Kapstone Financial Advisors first reported a position in Elevance Health in Q4 2022 and held it in 13 quarters.
  • Kapstone Financial Advisors's Elevance Health position peaked at $919K in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.