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KCM Investment Advisors’s Elevance Health ELV Stock Holding History

KCM Investment 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 		$1.45M Sell
4,958
-177
-3% -$58.2K 0.05% 187
2025
Q4 		$1.8M Sell
5,135
-99
-2% -$33.5K 0.06% 168
2025
Q3 		$1.69M Sell
5,234
-117
-2% -$36.4K 0.05% 170
2025
Q2 		$2.08M Sell
5,351
-142
-3% -$57.1K 0.07% 156
2025
Q1 		$2.39M Buy
5,493
+239
+5% +$95.9K 0.09% 140
2024
Q4 		$1.94M Sell
5,254
-7,990
-60% -$3.34M 0.07% 158
2024
Q3 		$6.89M Sell
13,244
-27
-0.2% -$14.4K 0.23% 81
2024
Q2 		$7.19M Sell
13,271
-23
-0.2% -$12.2K 0.26% 77
2024
Q1 		$6.89M Buy
13,294
+173
+1% +$86K 0.25% 79
2023
Q4 		$6.19M Sell
13,121
-801
-6% -$370K 0.25% 82
2023
Q3 		$6.06M Sell
13,922
-263
-2% -$119K 0.26% 82
2023
Q2 		$6.3M Sell
14,185
-2,499
-15% -$1.15M 0.25% 84
2023
Q1 		$7.67M Sell
16,684
-670
-4% -$319K 0.31% 75
2022
Q4 		$8.9M Buy
17,354
+129
+0.7% +$65.5K 0.38% 63
2022
Q3 		$7.82M Buy
17,225
+7,847
+84% +$3.75M 0.36% 68
2022
Q2 		$4.53M Sell
9,378
-106
-1% -$52.4K 0.2% 103
2022
Q1 		$4.66M Sell
9,484
-36
-0.4% -$16.5K 0.17% 111
2021
Q4 		$4.41M Buy
9,520
+204
+2% +$85.8K 0.15% 111
2021
Q3 		$3.47M Buy
9,316
+101
+1% +$38.4K 0.14% 117
2021
Q2 		$3.52M Sell
9,215
-156
-2% -$59.6K 0.14% 115
2021
Q1 		$3.36M Buy
9,371
+288
+3% +$92.6K 0.15% 111
2020
Q4 		$2.92M Buy
9,083
+227
+3% +$69.7K 0.14% 116
2020
Q3 		$2.38M Sell
8,856
-353
-4% -$95K 0.13% 117
2020
Q2 		$2.42M Buy
9,209
+81
+0.9% +$21.6K 0.14% 117
2020
Q1 		$2.07M Sell
9,128
-1,151
-11% -$314K 0.14% 116
2019
Q4 		$3.1M Sell
10,279
-88
-0.8% -$24.2K 0.17% 107
2019
Q3 		$2.49M Sell
10,367
-72
-0.7% -$19.7K 0.14% 118
2019
Q2 		$2.95M Sell
10,439
-215
-2% -$58.7K 0.18% 108
2019
Q1 		$3.06M Sell
10,654
-73
-0.7% -$21.1K 0.2% 110
2018
Q4 		$2.82M Sell
10,727
-290
-3% -$79.7K 0.19% 110
2018
Q3 		$3.02M Sell
11,017
-1,836
-14% -$477K 0.17% 115
2018
Q2 		$3.06M Sell
12,853
-408
-3% -$94.5K 0.19% 113
2018
Q1 		$2.91M Sell
13,261
-916
-6% -$215K 0.18% 125
2017
Q4 		$3.19M Buy
14,177
+27
+0.2% +$5.75K 0.19% 128
2017
Q3 		$2.69M Sell
14,150
-305
-2% -$58K 0.16% 148
2017
Q2 		$2.72M Sell
14,455
-2,152
-13% -$387K 0.17% 148
2017
Q1 		$2.75M Sell
16,607
-507
-3% -$80.7K 0.18% 142
2016
Q4 		$2.46M Sell
17,114
-334
-2% -$44.7K 0.17% 149
2016
Q3 		$2.19M Sell
17,448
-369
-2% -$47.6K 0.15% 162
2016
Q2 		$2.34M Buy
17,817
+353
+2% +$48.3K 0.16% 154
2016
Q1 		$2.43M Sell
17,464
-1,868
-10% -$250K 0.18% 141
2015
Q4 		$2.7M Sell
19,332
-80
-0.4% -$11K 0.21% 128
2015
Q3 		$2.72M Sell
19,412
-1,018
-5% -$153K 0.23% 127
2015
Q2 		$3.35M Buy
20,430
+510
+3% +$81.5K 0.27% 104
2015
Q1 		$3.08M Buy
19,920
+750
+4% +$107K 0.25% 117
2014
Q4 		$2.41M Sell
19,170
-30
-0.2% -$3.71K 0.2% 134
2014
Q3 		$2.3M Buy
19,200
+118
+0.6% +$13.5K 0.21% 135
2014
Q2 		$2.05M Buy
19,082
+7,649
+67% +$788K 0.19% 144
2014
Q1 		$1.14M Buy
11,433
+598
+6% +$54.1K 0.12% 208
2013
Q4 		$1M Buy
10,835
+275
+3% +$24.4K 0.11% 210
2013
Q3 		$883K Hold
10,560
– – 0.11% 221
2013
Q2 		$864K Buy
+10,560
New +$790K 0.1% 214

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

KCM Investment Advisors's ELV Position: Q1 2026 in Review

KCM Investment Advisors reduced its Elevance Health (ELV) stake by 3.4% in Q1 2026, selling an estimated $58.2K and leaving 4,958 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #187.

KCM Investment Advisors first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.9M in Q4 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • KCM Investment Advisors held 4,958 shares of Elevance Health worth $1.45M as of Q1 2026.
  • KCM Investment Advisors sold 177 Elevance Health shares in Q1 2026, an estimated $58.2K.
  • Elevance Health made up 0.05% of KCM Investment Advisors's portfolio in Q1 2026, its #187 holding.
  • KCM Investment Advisors first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Elevance Health position peaked at $8.9M in Q4 2022.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.