KWM
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KFG Wealth Management’s Elevance Health ELV Stock Holding History

KFG Wealth Management’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 		$245K Buy
+633
New +$235K 0.03% 202
2026
Q1 		– Sell
-650
Closed -$228K – 218
2025
Q4 		$228K Sell
650
-88
-12% -$29.7K 0.03% 197
2025
Q3 		$238K Sell
738
-131
-15% -$40.7K 0.03% 188
2025
Q2 		$338K Sell
869
-93
-10% -$37.4K 0.05% 151
2025
Q1 		$418K Sell
962
-10
-1% -$4.01K 0.08% 124
2024
Q4 		$359K Sell
972
-30
-3% -$12.6K 0.07% 128
2024
Q3 		$521K Sell
1,002
-30
-3% -$16K 0.11% 108
2024
Q2 		$559K Buy
1,032
+70
+7% +$37K 0.22% 83
2024
Q1 		$499K Sell
962
-40
-4% -$19.9K 0.21% 89
2023
Q4 		$473K Hold
1,002
– – 0.22% 78
2023
Q3 		$436K Sell
1,002
-122
-11% -$55.3K 0.24% 76
2023
Q2 		$499K Sell
1,124
-90
-7% -$41.5K 0.29% 62
2023
Q1 		$602K Hold
1,214
– – 0.42% 38
2022
Q4 		$623K Buy
+1,214
New +$616K 0.64% 32

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

KFG Wealth Management's ELV Position: Q2 2026 in Review

KFG Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 633 shares worth $245K. The stake represents 0.03% of the portfolio and ranks #202 among its holdings. This is a return to the name: KFG Wealth Management previously reported a position in ELV as recently as Q4 2025.

KFG Wealth Management first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $623K in Q4 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • KFG Wealth Management held 633 shares of Elevance Health worth $245K as of Q2 2026.
  • Elevance Health was a new KFG Wealth Management position in Q2 2026.
  • Elevance Health made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #202 holding.
  • KFG Wealth Management first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • KFG Wealth Management's Elevance Health position peaked at $623K in Q4 2022.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.