Signals

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☆ELV

98 in-universe funds with a nonzero position in ELV within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-10 8-K Item(s) 7.01
2026-09-03 Insider Wessling Erin M (EVP & Chief Legal Officer) disposed via tax withholding ($105,769)
2026-09-02 Insider Craig Ryan R (EVP & Chief HR Officer) disposed via tax withholding ($58,441)
2026-09-02 Insider Wessling Erin M (EVP & Chief Legal Officer) disposed via tax withholding ($38,149)
2026-07-17 Insider BOUDREAUX GAIL (President and CEO) acquired via purchase ($249,159)
2026-07-17 Insider BOUDREAUX GAIL (President and CEO) acquired via purchase ($753,071)
2026-07-17 Insider PERU RAMIRO G acquired via purchase ($366,050)
2026-07-15 8-K Item(s) 2.02, 9.01
2026-06-12 Insider Penczek Ronald W (CAO & Controller) disposed via sale ($148,766)
2026-06-11 Insider Dixon Robert L JR disposed via sale ($60,667)
2026-06-10 8-K Item(s) 7.01
2026-05-19 Insider Penczek Ronald W (CAO & Controller) acquired via option exercise ($177,411)
2026-05-19 Insider Penczek Ronald W (CAO & Controller) acquired via option exercise ($273,168)
2026-05-13 8-K Item(s) 5.07
2026-04-22 8-K Item(s) 2.02, 9.01
2026-03-10 8-K Item(s) 7.01
2026-03-02 8-K Item(s) 8.01
2026-02-26 8-K Item(s) 5.02, 7.01
2026-01-28 8-K Item(s) 2.02, 9.01
2025-12-10 8-K Item(s) 5.02
2019-09-06 Ownership Dilution filing by Elevance Health, Inc. (424B5)
2017-11-15 Ownership Dilution filing by Elevance Health, Inc. (424B5)
2014-08-08 Ownership Dilution filing by Elevance Health, Inc. (424B5)

Flow ranking

Rank#677
Score / z0.000 / 0.01
Consensus33.65 over 65 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+9% / 1.8d

Forensics

Clean as of 2026Q2
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-03 Wessling Erin M F $105,769
2026-09-02 Craig Ryan R F $58,441
2026-09-02 Wessling Erin M F $38,149
2026-07-17 BOUDREAUX GAIL P $249,159
2026-07-17 BOUDREAUX GAIL P $753,071
2026-07-17 PERU RAMIRO G P $366,050
2026-06-12 Penczek Ronald W S $148,766
2026-06-11 Dixon Robert L JR S $60,667
2026-05-19 Penczek Ronald W M $177,411
2026-05-19 Penczek Ronald W M $273,168
Showing the 10 most recent.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-10 8-K 7.01
2026-07-15 8-K 2.02, 9.01
2026-06-10 8-K 7.01
2026-05-13 8-K 5.07
2026-04-22 8-K 2.02, 9.01
2026-03-10 8-K 7.01
2026-03-02 8-K 8.01
2026-02-26 8-K 5.02, 7.01
2026-01-28 8-K 2.02, 9.01
2025-12-10 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2019-09-06 424B5 Elevance Health, Inc.
2017-11-15 424B5 Elevance Health, Inc.
2014-08-08 424B5 Elevance Health, Inc.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,293.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 959.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 781.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 351.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 253.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 202.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 156.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 133.3 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 115.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 93.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 70.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STRS OHIO CIK 0000820478 0.777 2154 62.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 37.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 32.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Formuepleje A/S CIK 1801212 0.374 96 32.5 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 32.0 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 26.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 22.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 20.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 15.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 14.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.0 0.1% 2 -2.2 pp +0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 6.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Street Capital Management, LLC CIK 0001595533 0.343 31 5.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 5.4 3.4% 2 +0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 4.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 3.5 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 1.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ELV). Qtrs Held counts distinct quarters this fund has actually held ELV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ELV position size. Δ columns are the percentage-point change in ELV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status