Savant Capital’s Elevance Health ELV Stock Holding History

Savant Capital’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	$1.43M	Sell	4,884 -2	-0%	-$657	0.01%	506
2025 Q4	$1.71M	Buy	4,886 +249	+5%	+$84.1K	0.01%	429
2025 Q3	$1.5M	Sell	4,637 -482	-9%	-$150K	0.01%	453
2025 Q2	$1.99M	Sell	5,119 -414	-7%	-$167K	0.01%	361
2025 Q1	$2.41M	Sell	5,533 -828	-13%	-$332K	0.02%	306
2024 Q4	$2.35M	Sell	6,361 -1,255	-16%	-$525K	0.02%	404
2024 Q3	$3.96M	Buy	7,616 +1,331	+21%	+$711K	0.03%	265
2024 Q2	$3.41M	Buy	6,285 +1,439	+30%	+$761K	0.03%	254
2024 Q1	$2.51M	Buy	4,846 +156	+3%	+$77.6K	0.03%	300
2023 Q4	$2.21M	Buy	4,690 +30	+0.6%	+$13.9K	0.03%	270
2023 Q3	$2.03M	Buy	4,660 +57	+1%	+$25.9K	0.03%	261
2023 Q2	$2.05M	Buy	4,603 +403	+10%	+$186K	0.03%	257
2023 Q1	$1.93M	Sell	4,200 -58	-1%	-$27.6K	0.04%	219
2022 Q4	$2.18M	Sell	4,258 -70	-2%	-$35.5K	0.05%	153
2022 Q3	$1.97M	Sell	4,328 -398	-8%	-$190K	0.06%	158
2022 Q2	$2.28M	Buy	4,726 +44	+0.9%	+$21.8K	0.07%	137
2022 Q1	$2.3M	Buy	4,682 +239	+5%	+$109K	0.08%	138
2021 Q4	$2.06M	Buy	4,443 +273	+7%	+$115K	0.07%	159
2021 Q3	$1.55M	Buy	4,170 +32	+0.8%	+$12.2K	0.06%	172
2021 Q2	$1.58M	Buy	4,138 +9	+0.2%	+$3.44K	0.06%	158
2021 Q1	$1.48M	Sell	4,129 -15	-0.4%	-$4.82K	0.08%	151
2020 Q4	$1.33M	Buy	4,144 +29	+0.7%	+$8.9K	0.08%	157
2020 Q3	$1.1M	Sell	4,115 -36	-0.9%	-$9.69K	0.08%	166
2020 Q2	$1.09M	Buy	4,151 +11	+0.3%	+$2.94K	0.08%	157
2020 Q1	$940K	Buy	4,140 +112	+3%	+$30.5K	0.09%	157
2019 Q4	$1.22M	Buy	4,028 +70	+2%	+$19.3K	0.15%	118
2019 Q3	$950K	Sell	3,958 -85	-2%	-$23.3K	0.13%	126
2019 Q2	$1.14M	Sell	4,043 -234	-5%	-$63.9K	0.16%	111
2019 Q1	$1.23M	Buy	4,277 +90	+2%	+$26K	0.23%	86
2018 Q4	$1.1M	Sell	4,187 -170	-4%	-$46.7K	0.23%	84
2018 Q3	$1.19M	Buy	4,357 +48	+1%	+$12.5K	0.21%	90
2018 Q2	$1.03M	Sell	4,309 -15	-0.3%	-$3.47K	0.22%	82
2018 Q1	$950K	Sell	4,324 -258	-6%	-$60.6K	0.2%	87
2017 Q4	$1.03M	Buy	4,582 +20	+0.4%	+$4.26K	0.22%	86
2017 Q3	$866K	Buy	4,562 +80	+2%	+$15.2K	0.19%	82
2017 Q2	$843K	Buy	4,482 +60	+1%	+$10.8K	0.2%	83
2017 Q1	$731K	Buy	4,422 +450	+11%	+$71.6K	0.18%	91
2016 Q4	$571K	Buy	3,972 +20	+0.5%	+$2.68K	0.15%	108
2016 Q3	$495K	Buy	3,952 +10	+0.3%	+$1.29K	0.14%	119
2016 Q2	$518K	Sell	3,942 -90	-2%	-$12.3K	0.15%	114
2016 Q1	$560K	Hold	4,032	–	–	0.17%	101
2015 Q4	$562K	Sell	4,032 -218	-5%	-$30K	0.18%	91
2015 Q3	$595K	Buy	4,250 +78	+2%	+$11.7K	0.21%	79
2015 Q2	$685K	Buy	+4,172	New	+$667K	0.23%	77
2014 Q4	–	Sell	-3,612	Closed	-$432K	–	212
2014 Q3	$432K	Hold	3,612	–	–	0.18%	94
2014 Q2	$389K	Sell	3,612 -130	-3%	-$13.4K	0.17%	105
2014 Q1	$373K	Buy	3,742 +141	+4%	+$12.8K	0.17%	103
2013 Q4	$333K	Buy	3,601 +309	+9%	+$27.5K	0.16%	108
2013 Q3	$275K	Buy	3,292 +540	+20%	+$46.3K	0.15%	109
2013 Q2	$225K	Buy	+2,752	New	+$206K	0.13%	136

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

Savant Capital's ELV Position: Q1 2026 in Review

Savant Capital reduced its Elevance Health (ELV) stake by 0.04% in Q1 2026, selling an estimated $657 and leaving 4,884 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #506.

Savant Capital first reported a position in ELV in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.96M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Savant Capital held 4,884 shares of Elevance Health worth $1.43M as of Q1 2026.
Savant Capital sold 2 Elevance Health shares in Q1 2026, an estimated $657.
Elevance Health made up 0.01% of Savant Capital's portfolio in Q1 2026, its #506 holding.
Savant Capital first reported a position in Elevance Health in Q2 2013 and has held it in 50 quarters since.
Savant Capital's Elevance Health position peaked at $3.96M in Q3 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.