Northern Financial Advisors’s Elevance Health ELV Stock Holding History

Northern 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	$550K	Buy	1,877 +810	+76%	+$266K	0.4%	71
2025 Q4	$374K	Sell	1,067 -643	-38%	-$217K	0.43%	63
2025 Q3	$553K	Sell	1,710 -321	-16%	-$99.8K	0.29%	79
2025 Q2	$790K	Buy	2,031 +521	+35%	+$210K	0.59%	49
2025 Q1	$657K	Buy	1,510 +187	+14%	+$75.1K	0.54%	57
2024 Q4	$488K	Sell	1,323 -587	-31%	-$246K	0.39%	70
2024 Q3	$993K	Sell	1,910 -55	-3%	-$29.4K	0.75%	45
2024 Q2	$1.06M	Buy	1,965 +187	+11%	+$98.8K	0.85%	40
2024 Q1	$922K	Buy	1,778 +312	+21%	+$155K	0.72%	46
2023 Q4	$691K	Buy	1,466 +132	+10%	+$61K	0.58%	59
2023 Q3	$581K	Sell	1,334 -124	-9%	-$56.2K	0.53%	59
2023 Q2	$648K	Buy	1,458 +20	+1%	+$9.23K	0.57%	55
2023 Q1	$661K	Buy	1,438 +103	+8%	+$49K	0.62%	51
2022 Q4	$685K	Buy	+1,335	New	+$678K	0.77%	44

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Financial Advisors's ELV Position: Q1 2026 in Review

Northern Financial Advisors increased its Elevance Health (ELV) stake by 76% in Q1 2026, buying an estimated $266K and bringing the position to 1,877 shares worth $550K. The position accounts for 0.4% of the portfolio, ranked #71.

Northern Financial Advisors first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Northern Financial Advisors held 1,877 shares of Elevance Health worth $550K as of Q1 2026.
Northern Financial Advisors bought 810 Elevance Health shares in Q1 2026, an estimated $266K.
Elevance Health made up 0.4% of Northern Financial Advisors's portfolio in Q1 2026, its #71 holding.
Northern Financial Advisors first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Elevance Health position peaked at $1.06M in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.