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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
Q2 		$230K Buy
+595
New +$221K 0.1% 147
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 $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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Kapstone Financial Advisors's ELV Position: Q2 2026 in Review

Kapstone Financial Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 595 shares worth $230K. The stake represents 0.1% of the portfolio and ranks #147 among its holdings. This is a return to the name: Kapstone Financial Advisors previously reported a position in ELV as recently as Q4 2025.

Kapstone Financial Advisors first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $919K in Q2 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Kapstone Financial Advisors held 595 shares of Elevance Health worth $230K as of Q2 2026.
  • Elevance Health was a new Kapstone Financial Advisors position in Q2 2026.
  • Elevance Health made up 0.1% of Kapstone Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • Kapstone Financial Advisors first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • Kapstone Financial Advisors's Elevance Health position peaked at $919K in Q2 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.