4WM
ELV icon

44 Wealth Management’s Elevance Health ELV Stock Holding History

44 Wealth 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
Q2 		– Sell
-4,238
Closed -$1.24M – 195
2026
Q1 		$1.24M Sell
4,238
-61
-1% -$20K 0.43% 87
2025
Q4 		$1.51M Buy
4,299
+433
+11% +$146K 0.51% 62
2025
Q3 		$1.25M Buy
3,866
+1,028
+36% +$320K 0.42% 87
2025
Q2 		$1.1M Sell
2,838
-2
-0.1% -$804 0.39% 87
2025
Q1 		$1.24M Buy
2,840
+633
+29% +$254K 0.46% 76
2024
Q4 		$814K Sell
2,207
-628
-22% -$263K 0.31% 98
2024
Q3 		$1.18M Buy
+2,835
New +$1.51M 0.41% 78
2023
Q2 		$861K Buy
1,939
+11
+0.6% +$5.07K 0.29% 78
2023
Q1 		$886K Sell
1,928
-46
-2% -$21.9K 0.3% 77
2022
Q4 		$1.01M Sell
1,974
-497
-20% -$252K 0.35% 71
2022
Q3 		$1.12M Sell
2,471
-449
-15% -$215K 0.46% 61
2022
Q2 		$1.41M Sell
2,920
-423
-13% -$209K 0.54% 49
2022
Q1 		$1.64M Sell
3,343
-66
-2% -$30.2K 0.59% 46
2021
Q4 		$1.58M Sell
3,409
-49
-1% -$20.6K 0.55% 45
2021
Q3 		$1.29M Buy
3,458
+336
+11% +$128K 0.49% 53
2021
Q2 		$1.19M Buy
3,122
+3
+0.1% +$1.15K 0.46% 55
2021
Q1 		$1.12M Buy
3,119
+279
+10% +$89.7K 0.47% 52
2020
Q4 		$912K Buy
+2,840
New +$872K 0.42% 57

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

44 Wealth Management's ELV Position: Q2 2026 in Review

44 Wealth Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 4,238 shares — an estimated $1.24M sold.

44 Wealth Management first reported a position in ELV in Q4 2020 and held it in 18 quarters. The position peaked at $1.64M in Q1 2022. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • 44 Wealth Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • 44 Wealth Management sold 4,238 Elevance Health shares in Q2 2026, an estimated $1.24M.
  • 44 Wealth Management first reported a position in Elevance Health in Q4 2020 and held it in 18 quarters.
  • 44 Wealth Management's Elevance Health position peaked at $1.64M in Q1 2022.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.