LCGC
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Legacy Capital Group California’s Elevance Health ELV Stock Holding History

Legacy Capital Group California’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
-1,228
Closed -$430K – 306
2025
Q4 		$430K Buy
1,228
+11
+0.9% +$3.72K 0.1% 234
2025
Q3 		$393K Buy
1,217
+468
+62% +$146K 0.1% 243
2025
Q2 		$291K Sell
749
-3
-0.4% -$1.21K 0.08% 270
2025
Q1 		$327K Sell
752
-4
-0.5% -$1.61K 0.11% 213
2024
Q4 		$279K Buy
756
+206
+37% +$86.2K 0.09% 255
2024
Q3 		$286K Sell
550
-29
-5% -$15.5K 0.1% 241
2024
Q2 		$314K Sell
579
-243
-30% -$128K 0.11% 214
2024
Q1 		$426K Sell
822
-10
-1% -$4.97K 0.16% 184
2023
Q4 		$392K Hold
832
– – 0.15% 194
2023
Q3 		$362K Sell
832
-7
-0.8% -$3.17K 0.16% 182
2023
Q2 		$373K Buy
839
+25
+3% +$11.5K 0.15% 188
2023
Q1 		$374K Buy
+814
New +$387K 0.18% 167

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

Legacy Capital Group California's ELV Position: Q1 2026 in Review

Legacy Capital Group California sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 1,228 shares — an estimated $430K sold.

Legacy Capital Group California first reported a position in ELV in Q1 2023 and held it in 12 quarters. The position peaked at $430K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Legacy Capital Group California reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 1,228 Elevance Health shares in Q1 2026, an estimated $430K.
  • Legacy Capital Group California first reported a position in Elevance Health in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's Elevance Health position peaked at $430K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.