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Richardson Financial Services’s Elevance Health ELV Stock Holding History

Richardson Financial Services’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 		$14.4K Sell
49
-10
-17% -$3.29K 0.01% 449
2025
Q4 		$20.7K Sell
59
-21
-26% -$7.1K 0.01% 403
2025
Q3 		$25.9K Buy
80
+20
+33% +$6.22K 0.02% 346
2025
Q2 		$23.7K Buy
60
+45
+300% +$18.1K 0.02% 322
2025
Q1 		$6.52K Hold
15
– – 0.01% 437
2024
Q4 		$5.53K Sell
15
-1
-6% -$418 ﹤0.01% 456
2024
Q3 		$8.67K Hold
16
– – 0.01% 411
2024
Q2 		$8.67K Buy
16
+4
+33% +$2.11K 0.01% 393
2024
Q1 		$6.22K Sell
12
-6
-33% -$2.98K ﹤0.01% 456
2023
Q4 		$8.49K Buy
+18
New +$8.32K 0.01% 324

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

Richardson Financial Services's ELV Position: Q1 2026 in Review

Richardson Financial Services reduced its Elevance Health (ELV) stake by 17% in Q1 2026, selling an estimated $3.29K and leaving 49 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #449.

Richardson Financial Services first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.9K in Q3 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Richardson Financial Services held 49 shares of Elevance Health worth $14.4K as of Q1 2026.
  • Richardson Financial Services sold 10 Elevance Health shares in Q1 2026, an estimated $3.29K.
  • Elevance Health made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #449 holding.
  • Richardson Financial Services first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Elevance Health position peaked at $25.9K in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.