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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Key Financial Inc's ELV Position: Q1 2026 in Review

Key Financial Inc held its Elevance Health (ELV) position steady in Q1 2026 at 562 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #318.

Key Financial Inc first reported a position in ELV in Q1 2020 and has held it in 23 quarters since. The position peaked at $404K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Key Financial Inc held 562 shares of Elevance Health worth $165K as of Q1 2026.
Key Financial Inc left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #318 holding.
Key Financial Inc first reported a position in Elevance Health in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Elevance Health position peaked at $404K in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.