SS
ELV icon

Sunbelt Securities’s Elevance Health ELV Stock Holding History

Sunbelt Securities’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 		$1.12M Buy
3,817
+3,808
+42,311% +$1.25M 0.07% 236
2025
Q4 		$3.15K Sell
9
-4
-31% -$1.35K ﹤0.01% 1752
2025
Q3 		$4.2K Sell
13
-16
-55% -$4.98K ﹤0.01% 1680
2025
Q2 		$10.7K Buy
+29
New +$11.7K ﹤0.01% 1292
2025
Q1 		– Sell
-36
Closed -$13.3K – 1823
2024
Q4 		$13.3K Buy
36
+29
+414% +$12.1K ﹤0.01% 1251
2024
Q3 		$3.64K Buy
7
+2
+40% +$1.07K ﹤0.01% 1509
2024
Q2 		$2.75K Sell
5
-4
-44% -$2.11K ﹤0.01% 1495
2024
Q1 		$4.74K Sell
9
-50
-85% -$24.9K ﹤0.01% 1375
2023
Q4 		$27.9K Buy
59
+50
+556% +$23.1K ﹤0.01% 944
2023
Q3 		$3.95K Hold
9
– – ﹤0.01% 1356
2023
Q2 		$4.02K Hold
9
– – ﹤0.01% 1362
2023
Q1 		$4.14K Buy
+9
New +$4.28K ﹤0.01% 1337

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

Sunbelt Securities's ELV Position: Q1 2026 in Review

Sunbelt Securities increased its Elevance Health (ELV) stake by 42,311% in Q1 2026, buying an estimated $1.25M and bringing the position to 3,817 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #236.

Sunbelt Securities first reported a position in ELV in Q1 2023 and has held it in 12 quarters since. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Sunbelt Securities held 3,817 shares of Elevance Health worth $1.12M as of Q1 2026.
  • Sunbelt Securities bought 3,808 Elevance Health shares in Q1 2026, an estimated $1.25M.
  • Elevance Health made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #236 holding.
  • Sunbelt Securities first reported a position in Elevance Health in Q1 2023 and has held it in 12 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.