KFGK
ELV icon

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
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 $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

Keystone Financial Group (Kentucky)'s ELV Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Elevance Health (ELV) stake by 16% in Q1 2026, selling an estimated $98.6K and leaving 1,624 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #295.

Keystone Financial Group (Kentucky) first reported a position in ELV in Q4 2020 and has held it in 21 quarters since. The position peaked at $936K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 1,624 shares of Elevance Health worth $501K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 300 Elevance Health shares in Q1 2026, an estimated $98.6K.
  • Elevance Health made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #295 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Elevance Health in Q4 2020 and has held it in 21 quarters since.
  • Keystone Financial Group (Kentucky)'s Elevance Health position peaked at $936K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.