Rehmann Capital Advisory Group’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.24M Buy
4,219
+1,035
+33% +$340K 0.06% 215
2025
Q4
$1.12M Sell
3,184
-680
-18% -$230K 0.06% 221
2025
Q3
$1.24M Buy
3,864
+332
+9% +$103K 0.07% 198
2025
Q2
$1.37M Buy
3,532
+69
+2% +$27.8K 0.08% 164
2025
Q1
$1.51M Buy
3,463
+585
+20% +$235K 0.09% 156
2024
Q4
$1.06M Sell
2,878
-119
-4% -$49.8K 0.07% 208
2024
Q3
$1.57M Buy
2,997
+317
+12% +$169K 0.1% 153
2024
Q2
$1.45M Buy
2,680
+80
+3% +$42.3K 0.1% 154
2024
Q1
$1.35M Buy
2,600
+649
+33% +$323K 0.1% 159
2023
Q4
$920K Buy
1,951
+114
+6% +$52.7K 0.08% 203
2023
Q3
$800K Buy
1,837
+98
+6% +$44.5K 0.07% 205
2023
Q2
$773K Sell
1,739
-38
-2% -$17.5K 0.07% 232
2023
Q1
$817K Buy
1,777
+37
+2% +$17.6K 0.08% 222
2022
Q4
$893K Buy
1,740
+76
+5% +$38.6K 0.09% 196
2022
Q3
$756K Buy
1,664
+111
+7% +$53.1K 0.08% 210
2022
Q2
$750K Sell
1,553
-163
-9% -$80.6K 0.08% 208
2022
Q1
$843K Sell
1,716
-1
-0.1% -$457 0.08% 218
2021
Q4
$796K Buy
1,717
+136
+9% +$57.2K 0.07% 234
2021
Q3
$586K Buy
1,581
+219
+16% +$83.2K 0.06% 287
2021
Q2
$526K Buy
1,362
+141
+12% +$53.9K 0.05% 295
2021
Q1
$438K Buy
1,221
+93
+8% +$29.9K 0.04% 317
2020
Q4
$362K Buy
1,128
+38
+3% +$11.7K 0.04% 325
2020
Q3
$293K Buy
+1,090
New +$293K 0.04% 328
2019
Q3
$800K Sell
3,334
-23
-0.7% -$6.3K 0.1% 109
2019
Q2
$947K Buy
3,357
+158
+5% +$43.2K 0.12% 139
2019
Q1
$918K Sell
3,199
-108
-3% -$31.2K 0.12% 133
2018
Q4
$869K Buy
3,307
+65
+2% +$17.9K 0.13% 87
2018
Q3
$888K Buy
3,242
+2
+0.1% +$519 0.12% 142
2018
Q2
$771K Buy
3,240
+2,745
+555% +$636K 0.11% 154
2018
Q1
$109K Buy
+495
New +$116K 0.02% 521
2016
Q1
Sell
-1,505
Closed -$210K 375
2015
Q4
$210K Sell
1,505
-37
-2% -$5.1K 0.04% 313
2015
Q3
$216K Buy
+1,542
New +$232K 0.05% 290

Other funds holding ELV

Rehmann Capital Advisory Group's ELV Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Elevance Health (ELV) stake by 33% in Q1 2026, buying an estimated $340K and bringing the position to 4,219 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #215.

Rehmann Capital Advisory Group first reported a position in ELV in Q3 2015 and has held it in 32 quarters since. The position peaked at $1.57M in Q3 2024. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Rehmann Capital Advisory Group held 4,219 shares of Elevance Health worth $1.24M as of Q1 2026.
  • Rehmann Capital Advisory Group bought 1,035 Elevance Health shares in Q1 2026, an estimated $340K.
  • Elevance Health made up 0.06% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #215 holding.
  • Rehmann Capital Advisory Group first reported a position in Elevance Health in Q3 2015 and has held it in 32 quarters since.
  • Rehmann Capital Advisory Group's Elevance Health position peaked at $1.57M in Q3 2024.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.