Regal Investment Advisors’s Elevance Health ELV Stock Holding History

Regal Investment 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	$3.3M	Buy	11,276 +37	+0.3%	+$12.2K	0.19%	137
2025 Q4	$3.94M	Buy	11,239 +401	+4%	+$136K	0.24%	110
2025 Q3	$3.5M	Buy	+10,838	New	+$3.37M	0.23%	117
2023 Q1	–	Sell	-415	Closed	-$213K	–	525
2022 Q4	$213K	Buy	+415	New	+$211K	0.02%	439
2022 Q2	–	Sell	-481	Closed	-$236K	–	511
2022 Q1	$236K	Buy	+481	New	+$220K	0.02%	466
2015 Q4	–	Sell	-20	Closed	-$2K	–	441
2015 Q3	$2K	Buy	20 +5	+33%	+$751	﹤0.01%	929
2015 Q2	$2K	Buy	+15	New	+$2.4K	﹤0.01%	839
2013 Q3	–	Sell	-15	Closed	-$1K	–	890
2013 Q2	$1K	Buy	+15	New	+$1.12K	﹤0.01%	840

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

Regal Investment Advisors's ELV Position: Q1 2026 in Review

Regal Investment Advisors increased its Elevance Health (ELV) stake by 0.33% in Q1 2026, buying an estimated $12.2K and bringing the position to 11,276 shares worth $3.3M. The position accounts for 0.19% of the portfolio, ranked #137.

Regal Investment Advisors first reported a position in ELV in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.94M in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Regal Investment Advisors held 11,276 shares of Elevance Health worth $3.3M as of Q1 2026.
Regal Investment Advisors bought 37 Elevance Health shares in Q1 2026, an estimated $12.2K.
Elevance Health made up 0.19% of Regal Investment Advisors's portfolio in Q1 2026, its #137 holding.
Regal Investment Advisors first reported a position in Elevance Health in Q2 2013 and has held it in 8 quarters since.
Regal Investment Advisors's Elevance Health position peaked at $3.94M in Q4 2025.
1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.