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Nations Financial Group’s Elevance Health ELV Stock Holding History

Nations Financial Group’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
-662
Closed -$232K – 783
2025
Q4 		$232K Buy
662
+10
+2% +$3.38K 0.01% 679
2025
Q3 		$211K Sell
652
-72
-10% -$22.4K 0.01% 670
2025
Q2 		$282K Sell
724
-30
-4% -$12.1K 0.02% 577
2025
Q1 		$328K Buy
754
+1
+0.1% +$401 0.03% 517
2024
Q4 		$278K Sell
753
-12
-2% -$5.02K 0.02% 567
2024
Q3 		$398K Buy
765
+3
+0.4% +$1.6K 0.03% 497
2024
Q2 		$413K Hold
762
– – 0.03% 459
2024
Q1 		$395K Sell
762
-334
-30% -$166K 0.03% 480
2023
Q4 		$517K Buy
1,096
+6
+0.6% +$2.77K 0.05% 384
2023
Q3 		$475K Buy
+1,090
New +$494K 0.05% 379
2023
Q1 		– Sell
-2,972
Closed -$1.52M – 621
2022
Q4 		$1.52M Buy
+2,972
New +$1.51M 0.17% 153

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

Nations Financial Group's ELV Position: Q1 2026 in Review

Nations Financial Group sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 662 shares — an estimated $232K sold.

Nations Financial Group first reported a position in ELV in Q4 2022 and held it in 11 quarters. The position peaked at $1.52M in Q4 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Nations Financial Group reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Nations Financial Group sold 662 Elevance Health shares in Q1 2026, an estimated $232K.
  • Nations Financial Group first reported a position in Elevance Health in Q4 2022 and held it in 11 quarters.
  • Nations Financial Group's Elevance Health position peaked at $1.52M in Q4 2022.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.