UFA
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Unify Financial Advisors’s Elevance Health ELV Stock Holding History

Unify Financial Advisors’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
-1,366
Closed -$479K – 91
2025
Q4 		$479K Buy
+1,366
New +$462K 0.5% 56

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

Unify Financial Advisors's ELV Position: Q1 2026 in Review

Unify Financial Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 1,366 shares — an estimated $479K sold.

Unify Financial Advisors first reported a position in ELV in Q4 2025 and held it in 1 quarter. The position peaked at $479K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Unify Financial Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Unify Financial Advisors sold 1,366 Elevance Health shares in Q1 2026, an estimated $479K.
  • Unify Financial Advisors first reported a position in Elevance Health in Q4 2025 and held it in 1 quarter.
  • Unify Financial Advisors's Elevance Health position peaked at $479K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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