UCFA
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United Capital Financial Advisors’s Elevance Health ELV Stock Holding History

United Capital 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
2024
Q4 		– Sell
-208,000
Closed -$400 – 1074
2024
Q3 		$400 Buy
208,000
+207,600
+51,900% +$111M ﹤0.01% 1060
2024
Q2 		$217K Hold
400
– – ﹤0.01% 957
2024
Q1 		$207K Buy
+400
New +$199K ﹤0.01% 1010

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

United Capital Financial Advisors's ELV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Elevance Health (ELV) stake by 7.3% in Q1 2026, selling an estimated $209K and leaving 8,128 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #512.

United Capital Financial Advisors first reported a position in ELV in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.24M in Q1 2022. 1,467 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • United Capital Financial Advisors held 8,128 shares of Elevance Health worth $2.38M as of Q1 2026.
  • United Capital Financial Advisors sold 636 Elevance Health shares in Q1 2026, an estimated $209K.
  • Elevance Health made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #512 holding.
  • United Capital Financial Advisors first reported a position in Elevance Health in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Elevance Health position peaked at $4.24M in Q1 2022.
  • 1,467 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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