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Kaufman Rossin Wealth’s Elevance Health ELV Stock Holding History

Kaufman Rossin Wealth’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
-654
Closed -$229K – 127
2025
Q4 		$229K Buy
654
+12
+2% +$4.05K 0.12% 139
2025
Q3 		$207K Buy
+642
New +$200K 0.11% 148
2025
Q2 		– Sell
-879
Closed -$382K – 162
2025
Q1 		$382K Buy
+879
New +$353K 0.27% 62

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

Kaufman Rossin Wealth's ELV Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 654 shares — an estimated $229K sold.

Kaufman Rossin Wealth first reported a position in ELV in Q1 2025 and held it in 3 quarters. The position peaked at $382K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 654 Elevance Health shares in Q1 2026, an estimated $229K.
  • Kaufman Rossin Wealth first reported a position in Elevance Health in Q1 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Elevance Health position peaked at $382K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.