LFA
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Legacy Financial Advisors’s Elevance Health ELV Stock Holding History

Legacy Financial 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 		$1.02M Sell
3,497
-319
-8% -$105K 0.14% 128
2025
Q4 		$1.34M Buy
3,816
+1,340
+54% +$453K 0.19% 98
2025
Q3 		$800K Buy
2,476
+203
+9% +$63.1K 0.11% 173
2025
Q2 		$884K Buy
2,273
+1,436
+172% +$578K 0.14% 126
2025
Q1 		$364K Buy
837
+76
+10% +$30.5K 0.06% 253
2024
Q4 		$281K Sell
761
-566
-43% -$237K 0.05% 281
2024
Q3 		$690K Buy
1,327
+31
+2% +$16.6K 0.12% 154
2024
Q2 		$702K Sell
1,296
-230
-15% -$122K 0.13% 135
2024
Q1 		$791K Buy
1,526
+30
+2% +$14.9K 0.14% 116
2023
Q4 		$705K Buy
1,496
+423
+39% +$196K 0.14% 116
2023
Q3 		$467K Buy
1,073
+600
+127% +$272K 0.09% 145
2023
Q2 		$210K Sell
473
-250
-35% -$115K 0.04% 242
2023
Q1 		$333K Buy
723
+71
+11% +$33.8K 0.07% 172
2022
Q4 		$334K Buy
652
+113
+21% +$57.4K 0.07% 164
2022
Q3 		$245K Buy
539
+16
+3% +$7.66K 0.06% 188
2022
Q2 		$252K Buy
523
+3
+0.6% +$1.48K 0.06% 173
2022
Q1 		$255K Sell
520
-17
-3% -$7.77K 0.06% 195
2021
Q4 		$249K Buy
+537
New +$226K 0.06% 170
2019
Q2 		– Sell
-515
Closed -$148K – 345
2019
Q1 		$148K Buy
515
+74
+17% +$21.4K 0.05% 127
2018
Q4 		$116K Buy
441
+63
+17% +$17.3K 0.04% 136
2018
Q3 		$103K Buy
378
+12
+3% +$3.12K 0.04% 166
2018
Q2 		$92K Buy
366
+15
+4% +$3.47K 0.03% 175
2018
Q1 		$79K Hold
351
– – 0.03% 195
2017
Q4 		$79K Buy
+351
New +$74.8K 0.03% 203

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 Financial Advisors's ELV Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Elevance Health (ELV) stake by 8.4% in Q1 2026, selling an estimated $105K and leaving 3,497 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #128.

Legacy Financial Advisors first reported a position in ELV in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.34M in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Legacy Financial Advisors held 3,497 shares of Elevance Health worth $1.02M as of Q1 2026.
  • Legacy Financial Advisors sold 319 Elevance Health shares in Q1 2026, an estimated $105K.
  • Elevance Health made up 0.14% of Legacy Financial Advisors's portfolio in Q1 2026, its #128 holding.
  • Legacy Financial Advisors first reported a position in Elevance Health in Q4 2017 and has held it in 24 quarters since.
  • Legacy Financial Advisors's Elevance Health position peaked at $1.34M in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.