KA
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Kovack Advisors’s Elevance Health ELV Stock Holding History

Kovack Advisors’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
-600
Closed -$210K – 1035
2025
Q4 		$210K Buy
+600
New +$203K 0.01% 926
2025
Q3 		– Sell
-618
Closed -$240K – 629
2025
Q2 		$240K Sell
618
-4
-0.6% -$1.61K 0.02% 515
2025
Q1 		$270K Sell
622
-21
-3% -$8.43K 0.03% 455
2024
Q4 		$237K Buy
643
+157
+32% +$65.7K 0.02% 527
2024
Q3 		$253K Buy
486
+43
+10% +$23K 0.03% 485
2024
Q2 		$240K Sell
443
-42
-9% -$22.2K 0.03% 475
2024
Q1 		$251K Buy
485
+11
+2% +$5.47K 0.03% 392
2023
Q4 		$223K Buy
+474
New +$219K 0.03% 492
2023
Q3 		– Sell
-799
Closed -$355K – 565
2023
Q2 		$355K Buy
799
+278
+53% +$128K 0.05% 372
2023
Q1 		$239K Buy
521
+4
+0.8% +$1.9K 0.03% 469
2022
Q4 		$265K Sell
517
-139
-21% -$70.6K 0.04% 434
2022
Q3 		$298K Buy
+656
New +$314K 0.04% 409
2022
Q2 		– Sell
-568
Closed -$278K – 640
2022
Q1 		$278K Sell
568
-461
-45% -$211K 0.03% 551
2021
Q4 		$477K Buy
1,029
+46
+5% +$19.4K 0.05% 396
2021
Q3 		$366K Buy
983
+15
+2% +$5.7K 0.04% 458
2021
Q2 		$370K Sell
968
-3
-0.3% -$1.15K 0.04% 440
2021
Q1 		$348K Buy
971
+163
+20% +$52.4K 0.05% 404
2020
Q4 		$259K Buy
808
+43
+6% +$13.2K 0.04% 450
2020
Q3 		$205K Buy
+765
New +$206K 0.04% 416
2020
Q1 		– Sell
-665
Closed -$201K – 491
2019
Q4 		$201K Buy
+665
New +$183K 0.04% 461
2019
Q1 		– Sell
-779
Closed -$205K – 469
2018
Q4 		$205K Buy
+779
New +$214K 0.06% 340

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

Kovack Advisors's ELV Position: Q1 2026 in Review

Kovack Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 600 shares — an estimated $210K sold.

Kovack Advisors first reported a position in ELV in Q4 2018 and held it in 21 quarters. The position peaked at $477K in Q4 2021. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Kovack Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 600 Elevance Health shares in Q1 2026, an estimated $210K.
  • Kovack Advisors first reported a position in Elevance Health in Q4 2018 and held it in 21 quarters.
  • Kovack Advisors's Elevance Health position peaked at $477K in Q4 2021.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.