MFF
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Michels Family Financial’s Elevance Health ELV Stock Holding History

Michels Family Financial’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 		$708K Buy
2,418
+40
+2% +$13.1K 0.51% 63
2025
Q4 		$834K Buy
2,378
+72
+3% +$24.3K 0.61% 48
2025
Q3 		$745K Buy
+2,306
New +$717K 0.58% 54

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Michels Family Financial's ELV Position: Q1 2026 in Review

Michels Family Financial increased its Elevance Health (ELV) stake by 1.7% in Q1 2026, buying an estimated $13.1K and bringing the position to 2,418 shares worth $708K. The position accounts for 0.51% of the portfolio, ranked #63.

Michels Family Financial first reported a position in ELV in Q3 2025 and has held it in 3 quarters since. The position peaked at $834K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Michels Family Financial held 2,418 shares of Elevance Health worth $708K as of Q1 2026.
  • Michels Family Financial bought 40 Elevance Health shares in Q1 2026, an estimated $13.1K.
  • Elevance Health made up 0.51% of Michels Family Financial's portfolio in Q1 2026, its #63 holding.
  • Michels Family Financial first reported a position in Elevance Health in Q3 2025 and has held it in 3 quarters since.
  • Michels Family Financial's Elevance Health position peaked at $834K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.