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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
Q2 		$223K Buy
+577
New +$214K 0.07% 283
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Capital Group California's ELV Position: Q2 2026 in Review

Legacy Capital Group California opened a new position in Elevance Health (ELV) in Q2 2026: 577 shares worth $223K. The stake represents 0.07% of the portfolio and ranks #283 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in ELV as recently as Q4 2025.

Legacy Capital Group California first reported a position in ELV in Q1 2023 and has held it in 13 quarters since. The position peaked at $430K in Q4 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Legacy Capital Group California held 577 shares of Elevance Health worth $223K as of Q2 2026.
  • Elevance Health was a new Legacy Capital Group California position in Q2 2026.
  • Elevance Health made up 0.07% of Legacy Capital Group California's portfolio in Q2 2026, its #283 holding.
  • Legacy Capital Group California first reported a position in Elevance Health in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's Elevance Health position peaked at $430K in Q4 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.