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Kohmann Bosshard Financial Services’s Elevance Health ELV Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-300
Closed -$105K – 322
2025
Q4 		$105K Buy
+300
New +$101K 0.01% 392
2025
Q1 		– Sell
-300
Closed -$111K – 432
2024
Q4 		$111K Buy
+300
New +$126K 0.01% 243

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

Kohmann Bosshard Financial Services's ELV Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 300 shares — an estimated $105K sold.

Kohmann Bosshard Financial Services first reported a position in ELV in Q4 2024 and held it in 2 quarters. The position peaked at $111K in Q4 2024. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 300 Elevance Health shares in Q1 2026, an estimated $105K.
  • Kohmann Bosshard Financial Services first reported a position in Elevance Health in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Elevance Health position peaked at $111K in Q4 2024.
  • 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.