Leavell Investment Management’s Elevance Health ELV Stock Holding History

Leavell Investment 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 Q1	$853K	Sell	2,914 -211	-7%	-$69.3K	0.04%	328
2025 Q4	$1.1M	Buy	3,125 +39	+1%	+$13.2K	0.05%	288
2025 Q3	$997K	Sell	3,086 -137	-4%	-$42.6K	0.04%	302
2025 Q2	$1.25M	Buy	3,223 +110	+4%	+$44.2K	0.06%	269
2025 Q1	$1.35M	Sell	3,113 -1,350	-30%	-$542K	0.07%	251
2024 Q4	$1.65M	Sell	4,463 -1,702	-28%	-$712K	0.08%	224
2024 Q3	$3.21M	Buy	6,165 +200	+3%	+$107K	0.16%	139
2024 Q2	$3.23M	Buy	5,965 +105	+2%	+$55.5K	0.18%	125
2024 Q1	$3.04M	Buy	5,860 +2,559	+78%	+$1.27M	0.18%	127
2023 Q4	$1.56M	Buy	3,301 +257	+8%	+$119K	0.1%	196
2023 Q3	$1.32M	Sell	3,044 -9	-0.3%	-$4.08K	0.09%	205
2023 Q2	$1.36M	Sell	3,053 -134	-4%	-$61.8K	0.09%	203
2023 Q1	$1.47M	Sell	3,187 -10	-0.3%	-$4.76K	0.1%	188
2022 Q4	$1.64M	Hold	3,197	–	–	0.12%	176
2022 Q3	$1.45M	Sell	3,197 -44	-1%	-$21.1K	0.12%	179
2022 Q2	$1.56M	Buy	3,241 +30	+0.9%	+$14.8K	0.12%	169
2022 Q1	$1.58M	Buy	3,211 +11	+0.3%	+$5.03K	0.11%	173
2021 Q4	$1.48M	Hold	3,200	–	–	0.1%	187
2021 Q3	$1.19M	Hold	3,200	–	–	0.09%	197
2021 Q2	$1.15M	Hold	3,200	–	–	0.09%	186
2021 Q1	$1.15M	Hold	3,200	–	–	0.09%	186
2020 Q4	$1.03M	Hold	3,200	–	–	0.09%	189
2020 Q3	$859K	Hold	3,200	–	–	0.07%	199
2020 Q2	$842K	Hold	3,200	–	–	0.08%	191
2020 Q1	$727K	Sell	3,200 -25	-0.8%	-$6.81K	0.08%	185
2019 Q4	$974K	Hold	3,225	–	–	0.09%	188
2019 Q3	$774K	Hold	3,225	–	–	0.08%	209
2019 Q2	$910K	Hold	3,225	–	–	0.1%	191
2019 Q1	$926K	Hold	3,225	–	–	0.1%	188
2018 Q4	$847K	Hold	3,225	–	–	0.11%	186
2018 Q3	$884K	Sell	3,225 -143	-4%	-$37.1K	0.1%	197
2018 Q2	$802K	Sell	3,368 -34	-1%	-$7.87K	0.09%	203
2018 Q1	$747K	Sell	3,402 -49	-1%	-$11.5K	0.09%	217
2017 Q4	$777K	Hold	3,451	–	–	0.09%	207
2017 Q3	$655K	Hold	3,451	–	–	0.08%	217
2017 Q2	$649K	Sell	3,451 -49	-1%	-$8.8K	0.08%	211
2017 Q1	$579K	Buy	3,500 +74	+2%	+$11.8K	0.07%	223
2016 Q4	$493K	Buy	3,426 +201	+6%	+$26.9K	0.07%	237
2016 Q3	$404K	Hold	3,225	–	–	0.06%	263
2016 Q2	$424K	Buy	3,225 +25	+0.8%	+$3.42K	0.06%	261
2016 Q1	$445K	Hold	3,200	–	–	0.07%	245
2015 Q4	$446K	Hold	3,200	–	–	0.07%	242
2015 Q3	$448K	Hold	3,200	–	–	0.07%	239
2015 Q2	$525K	Hold	3,200	–	–	0.08%	229
2015 Q1	$494K	Hold	3,200	–	–	0.07%	235
2014 Q4	$402K	Hold	3,200	–	–	0.06%	275
2014 Q3	$383K	Hold	3,200	–	–	0.06%	266
2014 Q2	$344K	Hold	3,200	–	–	0.05%	288
2014 Q1	$319K	Hold	3,200	–	–	0.05%	298
2013 Q4	$296K	Hold	3,200	–	–	0.05%	307
2013 Q3	$268K	Hold	3,200	–	–	0.05%	325
2013 Q2	$262K	Buy	+3,200	New	+$239K	0.05%	315

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

Leavell Investment Management's ELV Position: Q1 2026 in Review

Leavell Investment Management reduced its Elevance Health (ELV) stake by 6.8% in Q1 2026, selling an estimated $69.3K and leaving 2,914 shares worth $853K. The position accounts for 0.04% of the portfolio, ranked #328.

Leavell Investment Management first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.23M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Leavell Investment Management held 2,914 shares of Elevance Health worth $853K as of Q1 2026.
Leavell Investment Management sold 211 Elevance Health shares in Q1 2026, an estimated $69.3K.
Elevance Health made up 0.04% of Leavell Investment Management's portfolio in Q1 2026, its #328 holding.
Leavell Investment Management first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
Leavell Investment Management's Elevance Health position peaked at $3.23M in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.