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Oxford Financial Group’s Elevance Health ELV Stock Holding History

Oxford 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
-581
Closed -$204K – 310
2025
Q4 		$204K Sell
581
-616
-51% -$208K 0.01% 231
2025
Q3 		$387K Buy
1,197
+61
+5% +$19K 0.02% 165
2025
Q2 		$442K Sell
1,136
-2
-0.2% -$804 0.03% 144
2025
Q1 		$495K Buy
1,138
+28
+3% +$11.2K 0.03% 131
2024
Q4 		$409K Sell
1,110
-28
-2% -$11.7K 0.03% 171
2024
Q3 		$592K Sell
1,138
-151
-12% -$80.7K 0.04% 124
2024
Q2 		$698K Buy
1,289
+57
+5% +$30.1K 0.05% 117
2024
Q1 		$639K Sell
1,232
-612
-33% -$304K 0.04% 109
2023
Q4 		$870K Buy
1,844
+5
+0.3% +$2.31K 0.06% 94
2023
Q3 		$801K Buy
1,839
+1,084
+144% +$492K 0.07% 90
2023
Q2 		$335K Buy
+755
New +$348K 0.03% 167

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

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

Oxford Financial Group sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 581 shares — an estimated $204K sold.

Oxford Financial Group first reported a position in ELV in Q2 2023 and held it in 11 quarters. The position peaked at $870K in Q4 2023. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Oxford Financial Group reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Oxford Financial Group sold 581 Elevance Health shares in Q1 2026, an estimated $204K.
  • Oxford Financial Group first reported a position in Elevance Health in Q2 2023 and held it in 11 quarters.
  • Oxford Financial Group's Elevance Health position peaked at $870K in Q4 2023.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.