TD Capital Management’s Elevance Health ELV Stock Holding History

TD Capital Management’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	–	Sell	-61	Closed	-$21.4K	–	874
2025 Q4	$21.4K	Hold	61	–	–	﹤0.01%	343
2025 Q3	$19.6K	Buy	61 +1	+2%	+$311	﹤0.01%	326
2025 Q2	$23.5K	Hold	60	–	–	﹤0.01%	295
2025 Q1	$26.1K	Hold	60	–	–	﹤0.01%	235
2024 Q4	$22.1K	Hold	60	–	–	﹤0.01%	236
2024 Q3	$31K	Buy	60 +1	+2%	+$534	﹤0.01%	221
2024 Q2	$32.2K	Hold	59	–	–	﹤0.01%	213
2024 Q1	$30.7K	Hold	59	–	–	﹤0.01%	214
2023 Q4	$27.8K	Hold	59	–	–	﹤0.01%	225
2023 Q3	$25.6K	Hold	59	–	–	﹤0.01%	221
2023 Q2	$26.1K	Buy	59 +1	+2%	+$461	﹤0.01%	225
2023 Q1	$26.9K	Hold	58	–	–	﹤0.01%	219
2022 Q4	$29.9K	Hold	58	–	–	﹤0.01%	195
2022 Q3	$26K	Buy	+58	New	+$27.8K	﹤0.01%	194
2022 Q1	–	Sell	-58	Closed	-$27K	–	176
2021 Q4	$27K	Hold	58	–	–	﹤0.01%	199
2021 Q3	$21K	Buy	58 +1	+2%	+$380	﹤0.01%	200
2021 Q2	$22K	Hold	57	–	–	﹤0.01%	195
2021 Q1	$21K	Buy	+57	New	+$18.3K	﹤0.01%	185

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

TD Capital Management's ELV Position: Q1 2026 in Review

TD Capital Management sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 61 shares — an estimated $21.4K sold.

TD Capital Management first reported a position in ELV in Q1 2021 and held it in 18 quarters. The position peaked at $32.2K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

TD Capital Management reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
TD Capital Management sold 61 Elevance Health shares in Q1 2026, an estimated $21.4K.
TD Capital Management first reported a position in Elevance Health in Q1 2021 and held it in 18 quarters.
TD Capital Management's Elevance Health position peaked at $32.2K in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.