SI
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Stephens Inc’s Elevance Health ELV Stock Holding History

Stephens Inc’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 		$2.78M Buy
9,498
+326
+4% +$107K 0.03% 415
2025
Q4 		$3.22M Sell
9,172
-164
-2% -$55.4K 0.04% 388
2025
Q3 		$3.02M Sell
9,336
-263
-3% -$81.8K 0.04% 394
2025
Q2 		$3.73M Buy
9,599
+87
+0.9% +$35K 0.05% 326
2025
Q1 		$4.14M Sell
9,512
-11,522
-55% -$4.63M 0.06% 306
2024
Q4 		$7.76M Buy
21,034
+156
+0.7% +$65.3K 0.11% 192
2024
Q3 		$10.9M Buy
20,878
+756
+4% +$404K 0.15% 152
2024
Q2 		$10.9M Buy
20,122
+295
+1% +$156K 0.17% 142
2024
Q1 		$10.3M Buy
19,827
+560
+3% +$279K 0.16% 153
2023
Q4 		$9.09M Buy
19,267
+507
+3% +$234K 0.16% 155
2023
Q3 		$8.17M Sell
18,760
-2,127
-10% -$965K 0.16% 153
2023
Q2 		$9.28M Buy
20,887
+888
+4% +$410K 0.17% 146
2023
Q1 		$9.2M Sell
19,999
-2,295
-10% -$1.09M 0.18% 140
2022
Q4 		$11.4M Buy
22,294
+848
+4% +$431K 0.23% 103
2022
Q3 		$9.74M Buy
21,446
+3,870
+22% +$1.85M 0.21% 115
2022
Q2 		$8.48M Sell
17,576
-741
-4% -$367K 0.17% 143
2022
Q1 		$9M Sell
18,317
-2,018
-10% -$922K 0.15% 161
2021
Q4 		$9.43M Sell
20,335
-387
-2% -$163K 0.14% 158
2021
Q3 		$7.72M Sell
20,722
-1,393
-6% -$529K 0.12% 181
2021
Q2 		$8.44M Sell
22,115
-451
-2% -$172K 0.13% 171
2021
Q1 		$8.1M Buy
22,566
+522
+2% +$168K 0.13% 162
2020
Q4 		$7.08M Sell
22,044
-16
-0.1% -$4.91K 0.13% 168
2020
Q3 		$5.92M Buy
22,060
+1,845
+9% +$496K 0.12% 172
2020
Q2 		$5.32M Buy
20,215
+622
+3% +$166K 0.11% 190
2020
Q1 		$4.45M Buy
19,593
+3,214
+20% +$876K 0.12% 184
2019
Q4 		$4.95M Sell
16,379
-344
-2% -$94.7K 0.1% 222
2019
Q3 		$4.01M Buy
16,723
+6,769
+68% +$1.85M 0.09% 252
2019
Q2 		$2.81M Buy
9,954
+2,026
+26% +$553K 0.06% 329
2019
Q1 		$2.27M Sell
7,928
-581
-7% -$168K 0.05% 372
2018
Q4 		$2.23M Buy
8,509
+355
+4% +$97.6K 0.06% 329
2018
Q3 		$2.23M Sell
8,154
-83
-1% -$21.5K 0.06% 376
2018
Q2 		$1.96M Buy
8,237
+5
+0.1% +$1.16K 0.06% 331
2018
Q1 		$1.81M Sell
8,232
-8,642
-51% -$2.03M 0.07% 289
2017
Q4 		$3.8M Buy
16,874
+809
+5% +$172K 0.14% 169
2017
Q3 		$3.05M Buy
+16,065
New +$3.06M 0.11% 200
2014
Q4 		– Sell
-8,227
Closed -$984K – 820
2014
Q3 		$984K Buy
8,227
+1,346
+20% +$154K 0.05% 340
2014
Q2 		$740K Buy
6,881
+323
+5% +$33.3K 0.04% 391
2014
Q1 		$653K Buy
6,558
+294
+5% +$26.6K 0.04% 414
2013
Q4 		$579K Sell
6,264
-47
-0.7% -$4.18K 0.03% 472
2013
Q3 		$528K Sell
6,311
-13
-0.2% -$1.11K 0.03% 452
2013
Q2 		$518K Buy
+6,324
New +$473K 0.03% 418

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

Stephens Inc's ELV Position: Q1 2026 in Review

Stephens Inc increased its Elevance Health (ELV) stake by 3.6% in Q1 2026, buying an estimated $107K and bringing the position to 9,498 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #415.

Stephens Inc first reported a position in ELV in Q2 2013 and has held it in 41 quarters since. The position peaked at $11.4M in Q4 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Stephens Inc held 9,498 shares of Elevance Health worth $2.78M as of Q1 2026.
  • Stephens Inc bought 326 Elevance Health shares in Q1 2026, an estimated $107K.
  • Elevance Health made up 0.03% of Stephens Inc's portfolio in Q1 2026, its #415 holding.
  • Stephens Inc first reported a position in Elevance Health in Q2 2013 and has held it in 41 quarters since.
  • Stephens Inc's Elevance Health position peaked at $11.4M in Q4 2022.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.