KFSC
ELV icon

Keystone Financial Services (Colorado)’s Elevance Health ELV Stock Holding History

Keystone Financial Services (Colorado)’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 		$809K Buy
2,092
+61
+3% +$22.6K 0.21% 54
2026
Q1 		$595K Buy
2,031
+400
+25% +$131K 0.17% 62
2025
Q4 		$572K Sell
1,631
-302
-16% -$102K 0.17% 65
2025
Q3 		$625K Buy
1,933
+194
+11% +$60.3K 0.19% 59
2025
Q2 		$676K Buy
1,739
+260
+18% +$105K 0.23% 54
2025
Q1 		$643K Buy
1,479
+43
+3% +$17.3K 0.25% 52
2024
Q4 		$530K Buy
1,436
+33
+2% +$13.8K 0.2% 52
2024
Q3 		$730K Buy
1,403
+122
+10% +$65.2K 0.28% 41
2024
Q2 		$694K Buy
1,281
+157
+14% +$83K 0.29% 41
2024
Q1 		$583K Sell
1,124
-10
-0.9% -$4.97K 0.25% 45
2023
Q4 		$535K Buy
1,134
+18
+2% +$8.32K 0.25% 46
2023
Q3 		$486K Buy
+1,116
New +$506K 0.26% 45

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

Keystone Financial Services (Colorado)'s ELV Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its Elevance Health (ELV) stake by 3% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,092 shares worth $809K. The position accounts for 0.21% of the portfolio, ranked #54.

Keystone Financial Services (Colorado) first reported a position in ELV in Q3 2023 and has held it in 12 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Keystone Financial Services (Colorado) held 2,092 shares of Elevance Health worth $809K as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 61 Elevance Health shares in Q2 2026, an estimated $22.6K.
  • Elevance Health made up 0.21% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #54 holding.
  • Keystone Financial Services (Colorado) first reported a position in Elevance Health in Q3 2023 and has held it in 12 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.