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 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 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

Keystone Financial Services (Colorado)'s ELV Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its Elevance Health (ELV) stake by 25% in Q1 2026, buying an estimated $131K and bringing the position to 2,031 shares worth $595K. The position accounts for 0.17% of the portfolio, ranked #62.

Keystone Financial Services (Colorado) first reported a position in ELV in Q3 2023 and has held it in 11 quarters since. The position peaked at $730K in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Keystone Financial Services (Colorado) held 2,031 shares of Elevance Health worth $595K as of Q1 2026.
Keystone Financial Services (Colorado) bought 400 Elevance Health shares in Q1 2026, an estimated $131K.
Elevance Health made up 0.17% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #62 holding.
Keystone Financial Services (Colorado) first reported a position in Elevance Health in Q3 2023 and has held it in 11 quarters since.
Keystone Financial Services (Colorado)'s Elevance Health position peaked at $730K in Q3 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.