KFI
ELV icon

Key Financial Inc’s Elevance Health ELV Stock Holding History

Key Financial Inc’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 		$217K Hold
562
– – 0.04% 287
2026
Q1 		$165K Hold
562
– – 0.03% 318
2025
Q4 		$197K Sell
562
-24
-4% -$8.11K 0.04% 289
2025
Q3 		$195K Sell
586
-123
-17% -$38.3K 0.04% 296
2025
Q2 		$276K Sell
709
-5
-0.7% -$2.01K 0.06% 236
2025
Q1 		$311K Sell
714
-30
-4% -$12K 0.07% 208
2024
Q4 		$274K Hold
744
– – 0.06% 211
2024
Q3 		$387K Sell
744
-1
-0.1% -$534 0.09% 181
2024
Q2 		$404K Buy
745
+615
+473% +$325K 0.1% 160
2024
Q1 		$67.4K Hold
130
– – 0.02% 386
2023
Q4 		$61.3K Hold
130
– – 0.02% 389
2023
Q3 		$56.6K Hold
130
– – 0.02% 385
2023
Q2 		$57.8K Buy
130
+24
+23% +$11.1K 0.02% 383
2023
Q1 		$48.7K Sell
106
-11
-9% -$5.24K 0.02% 399
2022
Q4 		$53.1K Hold
117
– – 0.03% 348
2022
Q3 		$53K Hold
117
– – 0.02% 351
2022
Q2 		$57K Buy
117
+30
+34% +$14.8K 0.03% 332
2022
Q1 		$43K Hold
87
– – 0.02% 380
2021
Q4 		$40K Hold
87
– – 0.02% 373
2021
Q3 		$32K Sell
87
-29
-25% -$11K 0.02% 396
2021
Q2 		$45K Hold
116
– – 0.03% 363
2021
Q1 		$42K Hold
116
– – 0.03% 305
2020
Q4 		$37K Buy
+116
New +$35.6K 0.03% 290
2020
Q2 		– Sell
-116
Closed -$27K – 237
2020
Q1 		$27K Buy
+116
New +$31.6K 0.03% 294

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

Key Financial Inc's ELV Position: Q2 2026 in Review

Key Financial Inc held its Elevance Health (ELV) position steady in Q2 2026 at 562 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #287.

Key Financial Inc first reported a position in ELV in Q1 2020 and has held it in 24 quarters since. The position peaked at $404K in Q2 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Key Financial Inc held 562 shares of Elevance Health worth $217K as of Q2 2026.
  • Key Financial Inc left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #287 holding.
  • Key Financial Inc first reported a position in Elevance Health in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Elevance Health position peaked at $404K in Q2 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.