L.J. Altfest & Co’s Elevance Health ELV Stock Holding History

L.J. Altfest & Co’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	$225K	Hold	767	–	–	0.02%	303
2025 Q4	$269K	Hold	767	–	–	0.03%	294
2025 Q3	$248K	Hold	767	–	–	0.03%	307
2025 Q2	$298K	Sell	767 -9	-1%	-$3.62K	0.04%	283
2025 Q1	$338K	Hold	776	–	–	0.04%	255
2024 Q4	$286K	Sell	776 -1	-0.1%	-$418	0.04%	274
2024 Q3	$404K	Sell	777 -3	-0.4%	-$1.6K	0.05%	239
2024 Q2	$422K	Buy	780 +11	+1%	+$5.81K	0.06%	217
2024 Q1	$399K	Sell	769 -555	-42%	-$276K	0.06%	216
2023 Q4	$625K	Buy	1,324 +68	+5%	+$31.4K	0.09%	156
2023 Q3	$547K	Buy	1,256 +499	+66%	+$226K	0.09%	165
2023 Q2	$336K	Buy	757 +1	+0.1%	+$461	0.05%	224
2023 Q1	$347K	Hold	756	–	–	0.05%	207
2022 Q4	$388K	Buy	756 +1	+0.1%	+$508	0.06%	176
2022 Q3	$343K	Hold	755	–	–	0.06%	187
2022 Q2	$364K	Sell	755 -14	-2%	-$6.93K	0.07%	179
2022 Q1	$378K	Buy	769 +14	+2%	+$6.4K	0.07%	180
2021 Q4	$350K	Hold	755	–	–	0.07%	191
2021 Q3	$281K	Hold	755	–	–	0.06%	215
2021 Q2	$288K	Buy	755 +1	+0.1%	+$382	0.06%	213
2021 Q1	$271K	Hold	754	–	–	0.06%	218
2020 Q4	$242K	Hold	754	–	–	0.06%	224
2020 Q3	$203K	Buy	+754	New	+$203K	0.05%	216
2015 Q4	–	Sell	-775	Closed	-$109K	–	102
2015 Q3	$109K	Buy	+775	New	+$116K	0.11%	111

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

L.J. Altfest & Co's ELV Position: Q1 2026 in Review

L.J. Altfest & Co held its Elevance Health (ELV) position steady in Q1 2026 at 767 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #303.

L.J. Altfest & Co first reported a position in ELV in Q3 2015 and has held it in 24 quarters since. The position peaked at $625K in Q4 2023. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

L.J. Altfest & Co held 767 shares of Elevance Health worth $225K as of Q1 2026.
L.J. Altfest & Co left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.02% of L.J. Altfest & Co's portfolio in Q1 2026, its #303 holding.
L.J. Altfest & Co first reported a position in Elevance Health in Q3 2015 and has held it in 24 quarters since.
L.J. Altfest & Co's Elevance Health position peaked at $625K in Q4 2023.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.