Steigerwald Gordon & Koch’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 | $13.2M | Sell |
44,942
-620
| -1% | -$204K | 1.35% | 29 |
|
|
2025
Q4 | $16M | Sell |
45,562
-54
| -0.1% | -$18.2K | 1.53% | 26 |
|
|
2025
Q3 | $14.7M | Buy |
45,616
+18
| +0% | +$5.6K | 1.41% | 30 |
|
|
2025
Q2 | $17.7M | Buy |
45,598
+1,054
| +2% | +$424K | 1.87% | 23 |
|
|
2025
Q1 | $19.4M | Buy |
44,544
+91
| +0.2% | +$36.5K | 2.16% | 19 |
|
|
2024
Q4 | $16.4M | Buy |
44,453
+1,222
| +3% | +$511K | 1.85% | 24 |
|
|
2024
Q3 | $22.5M | Buy |
43,231
+862
| +2% | +$461K | 2.45% | 17 |
|
|
2024
Q2 | $23M | Buy |
42,369
+476
| +1% | +$252K | 2.78% | 7 |
|
|
2024
Q1 | $21.7M | Buy |
41,893
+264
| +0.6% | +$131K | 2.7% | 10 |
|
|
2023
Q4 | $19.6M | Buy |
41,629
+209
| +0.5% | +$96.6K | 2.66% | 11 |
|
|
2023
Q3 | $18M | Buy |
41,420
+449
| +1% | +$204K | 2.75% | 10 |
|
|
2023
Q2 | $18.2M | Buy |
40,971
+174
| +0.4% | +$80.3K | 2.67% | 10 |
|
|
2023
Q1 | $18.8M | Buy |
40,797
+295
| +0.7% | +$140K | 2.8% | 6 |
|
|
2022
Q4 | $20.8M | Sell |
40,502
-45
| -0.1% | -$22.8K | 3.3% | 4 |
|
|
2022
Q3 | $18.4M | Buy |
40,547
+276
| +0.7% | +$132K | 3.37% | 4 |
|
|
2022
Q2 | $19.4M | Sell |
40,271
-853
| -2% | -$422K | 3.39% | 3 |
|
|
2022
Q1 | $20.2M | Sell |
41,124
-1,000
| -2% | -$457K | 3.08% | 5 |
|
|
2021
Q4 | $19.5M | Buy |
42,124
+235
| +0.6% | +$98.9K | 2.94% | 6 |
|
|
2021
Q3 | $15.6M | Sell |
41,889
-313
| -0.7% | -$119K | 2.55% | 11 |
|
|
2021
Q2 | $16.1M | Buy |
42,202
+845
| +2% | +$323K | 2.67% | 11 |
|
|
2021
Q1 | $14.8M | Buy |
41,357
+255
| +0.6% | +$82K | 2.76% | 8 |
|
|
2020
Q4 | $13.2M | Buy |
41,102
+537
| +1% | +$165K | 2.68% | 13 |
|
|
2020
Q3 | $10.9M | Buy |
40,565
+663
| +2% | +$178K | 2.58% | 15 |
|
|
2020
Q2 | $10.5M | Buy |
39,902
+398
| +1% | +$106K | 2.78% | 11 |
|
|
2020
Q1 | $8.97M | Sell |
39,504
-1,312
| -3% | -$358K | 3.04% | 12 |
|
|
2019
Q4 | $12.3M | Sell |
40,816
-166
| -0.4% | -$45.7K | 2.9% | 10 |
|
|
2019
Q3 | $9.84M | Sell |
40,982
-600
| -1% | -$164K | 2.51% | 19 |
|
|
2019
Q2 | $11.7M | Sell |
41,582
-1,459
| -3% | -$399K | 3.04% | 10 |
|
|
2019
Q1 | $12.4M | Sell |
43,041
-4,310
| -9% | -$1.25M | 3.26% | 5 |
|
|
2018
Q4 | $12.4M | Sell |
47,351
-1,118
| -2% | -$307K | 3.7% | 2 |
|
|
2018
Q3 | $13.3M | Sell |
48,469
-2,201
| -4% | -$571K | 3.34% | 4 |
|
|
2018
Q2 | $12.1M | Sell |
50,670
-249
| -0.5% | -$57.7K | 3.2% | 3 |
|
|
2018
Q1 | $11.2M | Sell |
50,919
-4,062
| -7% | -$954K | 3.13% | 8 |
|
|
2017
Q4 | $12.2M | Sell |
54,981
-3,372
| -6% | -$718K | 3.37% | 4 |
|
|
2017
Q3 | $11M | Sell |
58,353
-1,204
| -2% | -$229K | 3.03% | 10 |
|
|
2017
Q2 | $11.1M | Sell |
59,557
-1,198
| -2% | -$215K | 3.12% | 5 |
|
|
2017
Q1 | $9.91M | Buy |
60,755
+1,016
| +2% | +$162K | 2.93% | 6 |
|
|
2016
Q4 | $8.44M | Sell |
59,739
-358
| -0.6% | -$47.9K | 2.69% | 20 |
|
|
2016
Q3 | $7.39M | Buy |
60,097
+1,665
| +3% | +$215K | 2.57% | 21 |
|
|
2016
Q2 | $7.53M | Buy |
58,432
+1,742
| +3% | +$238K | 2.7% | 15 |
|
|
2016
Q1 | $7.7M | Sell |
56,690
-693
| -1% | -$92.6K | 2.94% | 10 |
|
|
2015
Q4 | $7.81M | Buy |
57,383
+1,697
| +3% | +$234K | 3.19% | 6 |
|
|
2015
Q3 | $7.61M | Buy |
55,686
+982
| +2% | +$148K | 3.37% | 3 |
|
|
2015
Q2 | $8.77M | Sell |
54,704
-4,101
| -7% | -$655K | 3.99% | 1 |
|
|
2015
Q1 | $8.88M | Sell |
58,805
-324
| -0.5% | -$46.1K | 4.13% | 1 |
|
|
2014
Q4 | $7.28M | Sell |
59,129
-664
| -1% | -$82K | 3.65% | 4 |
|
|
2014
Q3 | $7.01M | Sell |
59,793
-3,482
| -6% | -$399K | 3.68% | 3 |
|
|
2014
Q2 | $6.68M | Sell |
63,275
-1,582
| -2% | -$163K | 3.56% | 3 |
|
|
2014
Q1 | $6.39M | Buy |
64,857
+1,266
| +2% | +$115K | 3.67% | 2 |
|
|
2013
Q4 | $5.82M | Sell |
63,591
-934
| -1% | -$83K | 3.47% | 3 |
|
|
2013
Q3 | $5.15M | Buy |
64,525
+2,070
| +3% | +$177K | 3.36% | 3 |
|
|
2013
Q2 | $4.88M | Buy |
+62,455
| New | +$4.67M | 3.45% | 4 |
|
Other funds holding ELV
VCM
VPM
Steigerwald Gordon & Koch's ELV Position: Q1 2026 in Review
Steigerwald Gordon & Koch reduced its Elevance Health (ELV) stake by 1.4% in Q1 2026, selling an estimated $204K and leaving 44,942 shares worth $13.2M. The position accounts for 1.35% of the portfolio, ranked #29.
Steigerwald Gordon & Koch first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $23M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- Steigerwald Gordon & Koch held 44,942 shares of Elevance Health worth $13.2M as of Q1 2026.
- Steigerwald Gordon & Koch sold 620 Elevance Health shares in Q1 2026, an estimated $204K.
- Elevance Health made up 1.35% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #29 holding.
- Steigerwald Gordon & Koch first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
- Steigerwald Gordon & Koch's Elevance Health position peaked at $23M in Q2 2024.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.