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TFC Financial Management’s Elevance Health ELV Stock Holding History

TFC Financial 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 		$587 Sell
2
-2
-50% -$657 ﹤0.01% 683
2025
Q4 		$1.4K Buy
4
+1
+33% +$338 ﹤0.01% 569
2025
Q3 		$971 Sell
3
-5
-63% -$1.55K ﹤0.01% 625
2025
Q2 		$3.11K Hold
8
– – ﹤0.01% 464
2025
Q1 		$3.48K Sell
8
-8
-50% -$3.21K ﹤0.01% 435
2024
Q4 		$5.91K Buy
16
+11
+220% +$4.6K ﹤0.01% 399
2024
Q3 		$2.6K Hold
5
– – ﹤0.01% 479
2024
Q2 		$2.71K Hold
5
– – ﹤0.01% 451
2024
Q1 		$2.6K Buy
5
+1
+25% +$497 ﹤0.01% 442
2023
Q4 		$1.89K Buy
4
+2
+100% +$925 ﹤0.01% 457
2023
Q3 		$874 Hold
2
– – ﹤0.01% 541
2023
Q2 		$891 Sell
2
-20
-91% -$9.23K ﹤0.01% 521
2023
Q1 		$10.1K Buy
22
+20
+1,000% +$9.52K ﹤0.01% 372
2022
Q4 		$1.03K Hold
2
– – ﹤0.01% 452
2022
Q3 		$1K Hold
2
– – ﹤0.01% 467
2022
Q2 		$1K Hold
2
– – ﹤0.01% 460
2022
Q1 		$1K Hold
2
– – ﹤0.01% 476
2021
Q4 		$1K Hold
2
– – ﹤0.01% 524
2021
Q3 		$1K Hold
2
– – ﹤0.01% 510
2021
Q2 		$1K Hold
2
– – ﹤0.01% 509
2021
Q1 		$1K Hold
2
– – ﹤0.01% 498
2020
Q4 		$1K Hold
2
– – ﹤0.01% 484
2020
Q3 		$1K Buy
+2
New +$538 ﹤0.01% 452

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

TFC Financial Management's ELV Position: Q1 2026 in Review

TFC Financial Management reduced its Elevance Health (ELV) stake by 50% in Q1 2026, selling an estimated $657 and leaving 2 shares worth $587. The position accounts for ﹤0.01% of the portfolio, ranked #683.

TFC Financial Management first reported a position in ELV in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.1K in Q1 2023. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • TFC Financial Management held 2 shares of Elevance Health worth $587 as of Q1 2026.
  • TFC Financial Management sold 2 Elevance Health shares in Q1 2026, an estimated $657.
  • Elevance Health made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #683 holding.
  • TFC Financial Management first reported a position in Elevance Health in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Elevance Health position peaked at $10.1K in Q1 2023.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.