SF
ELV icon

Summit Financial’s Elevance Health ELV Stock Holding History

Summit Financial’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 		$1.44M Buy
4,931
+1,504
+44% +$494K 0.02% 664
2025
Q4 		$1.2M Buy
3,427
+599
+21% +$202K 0.02% 605
2025
Q3 		$914K Buy
+2,828
New +$880K 0.01% 679

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

Summit Financial's ELV Position: Q1 2026 in Review

Summit Financial increased its Elevance Health (ELV) stake by 44% in Q1 2026, buying an estimated $494K and bringing the position to 4,931 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #664.

Summit Financial first reported a position in ELV in Q3 2025 and has held it in 3 quarters since. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Summit Financial held 4,931 shares of Elevance Health worth $1.44M as of Q1 2026.
  • Summit Financial bought 1,504 Elevance Health shares in Q1 2026, an estimated $494K.
  • Elevance Health made up 0.02% of Summit Financial's portfolio in Q1 2026, its #664 holding.
  • Summit Financial first reported a position in Elevance Health in Q3 2025 and has held it in 3 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.