KFGK
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Keystone Financial Group (Kentucky)’s Elevance Health ELV Stock Holding History

Keystone Financial Group (Kentucky)’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 		$623K Sell
1,612
-12
-0.7% -$4.45K 0.04% 291
2026
Q1 		$501K Sell
1,624
-300
-16% -$98.6K 0.03% 295
2025
Q4 		$674K Buy
1,924
+275
+17% +$92.9K 0.05% 219
2025
Q3 		$535K Buy
1,649
+1
+0.1% +$311 0.04% 231
2025
Q2 		$611K Sell
1,648
-518
-24% -$208K 0.06% 207
2025
Q1 		$936K Buy
2,166
+487
+29% +$195K 0.1% 152
2024
Q4 		$625K Buy
1,679
+309
+23% +$129K 0.06% 187
2024
Q3 		$713K Buy
1,370
+60
+5% +$32.1K 0.09% 151
2024
Q2 		$710K Buy
1,310
+28
+2% +$14.8K 0.25% 61
2024
Q1 		$665K Sell
1,282
-54
-4% -$26.9K 0.1% 144
2023
Q4 		$630K Sell
1,336
-69
-5% -$31.9K 0.11% 129
2023
Q3 		$612K Buy
1,405
+1
+0.1% +$454 0.1% 134
2023
Q2 		$624K Buy
+1,404
New +$648K 0.11% 133
2022
Q4 		$719K Buy
1,402
+1
+0.1% +$508 0.14% 116
2022
Q3 		$636K Buy
1,401
+1
+0.1% +$478 0.13% 125
2022
Q2 		$675K Buy
1,400
+429
+44% +$212K 0.13% 127
2022
Q1 		$477K Sell
971
-437
-31% -$200K 0.08% 160
2021
Q4 		$653K Buy
1,408
+1
+0.1% +$421 0.11% 137
2021
Q3 		$525K Buy
1,407
+75
+6% +$28.5K 0.1% 155
2021
Q2 		$509K Sell
1,332
-61
-4% -$23.3K 0.09% 157
2021
Q1 		$500K Buy
1,393
+562
+68% +$181K 0.1% 157
2020
Q4 		$267K Buy
+831
New +$255K 0.06% 215

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 $3.38T AUM 44.17% 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

Keystone Financial Group (Kentucky)'s ELV Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Elevance Health (ELV) stake by 0.74% in Q2 2026, selling an estimated $4.45K and leaving 1,612 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #291.

Keystone Financial Group (Kentucky) first reported a position in ELV in Q4 2020 and has held it in 22 quarters since. The position peaked at $936K in Q1 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 1,612 shares of Elevance Health worth $623K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 12 Elevance Health shares in Q2 2026, an estimated $4.45K.
  • Elevance Health made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #291 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Elevance Health in Q4 2020 and has held it in 22 quarters since.
  • Keystone Financial Group (Kentucky)'s Elevance Health position peaked at $936K in Q1 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.