SFA
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Souders Financial Advisors’s Elevance Health ELV Stock Holding History

Souders Financial 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 		$593K Sell
2,024
-56
-3% -$18.4K 0.07% 130
2025
Q4 		$729K Sell
2,080
-115
-5% -$38.9K 0.08% 110
2025
Q3 		$709K Sell
2,195
-339
-13% -$105K 0.08% 109
2025
Q2 		$985K Sell
2,534
-604
-19% -$243K 0.13% 86
2025
Q1 		$1.36M Buy
3,138
+194
+7% +$77.9K 0.19% 74
2024
Q4 		$1.09M Sell
2,944
-349
-11% -$146K 0.15% 99
2024
Q3 		$1.71M Sell
3,293
-1
-0% -$534 0.24% 74
2024
Q2 		$1.79M Buy
3,294
+975
+42% +$515K 0.27% 69
2024
Q1 		$1.2M Sell
2,319
-45
-2% -$22.4K 0.19% 83
2023
Q4 		$1.11M Buy
2,364
+4
+0.2% +$1.85K 0.19% 83
2023
Q3 		$1.03M Sell
2,360
-78
-3% -$35.4K 0.2% 84
2023
Q2 		$1.08M Buy
2,438
+29
+1% +$13.4K 0.21% 81
2023
Q1 		$1.11M Buy
2,409
+18
+0.8% +$8.57K 0.24% 80
2022
Q4 		$1.23M Buy
2,391
+15
+0.6% +$7.62K 0.28% 76
2022
Q3 		$1.08M Buy
2,376
+122
+5% +$58.4K 0.29% 76
2022
Q2 		$1.09M Buy
2,254
+3
+0.1% +$1.48K 0.31% 69
2022
Q1 		$1.11M Buy
2,251
+24
+1% +$11K 0.32% 67
2021
Q4 		$1.03M Buy
2,227
+1
+0% +$421 0.3% 73
2021
Q3 		$830K Sell
2,226
-519
-19% -$197K 0.27% 76
2021
Q2 		$1.05M Sell
2,745
-32
-1% -$12.2K 0.35% 64
2021
Q1 		$997K Buy
2,777
+26
+0.9% +$8.36K 0.39% 57
2020
Q4 		$883K Buy
2,751
+3
+0.1% +$921 0.38% 56
2020
Q3 		$903K Sell
2,748
-1,070
-28% -$288K 0.43% 52
2020
Q2 		$1M Hold
3,818
– – 0.57% 49
2020
Q1 		$867K Buy
+3,818
New +$1.04M 0.77% 35

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

Souders Financial Advisors's ELV Position: Q1 2026 in Review

Souders Financial Advisors reduced its Elevance Health (ELV) stake by 2.7% in Q1 2026, selling an estimated $18.4K and leaving 2,024 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #130.

Souders Financial Advisors first reported a position in ELV in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.79M in Q2 2024. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Souders Financial Advisors held 2,024 shares of Elevance Health worth $593K as of Q1 2026.
  • Souders Financial Advisors sold 56 Elevance Health shares in Q1 2026, an estimated $18.4K.
  • Elevance Health made up 0.07% of Souders Financial Advisors's portfolio in Q1 2026, its #130 holding.
  • Souders Financial Advisors first reported a position in Elevance Health in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Elevance Health position peaked at $1.79M in Q2 2024.
  • 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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