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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

44 Wealth Management's ELV Position: Q1 2026 in Review

44 Wealth Management reduced its Elevance Health (ELV) stake by 1.4% in Q1 2026, selling an estimated $20K and leaving 4,238 shares worth $1.24M. The position accounts for 0.43% of the portfolio, ranked #87.

44 Wealth Management first reported a position in ELV in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.64M in Q1 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

44 Wealth Management held 4,238 shares of Elevance Health worth $1.24M as of Q1 2026.
44 Wealth Management sold 61 Elevance Health shares in Q1 2026, an estimated $20K.
Elevance Health made up 0.43% of 44 Wealth Management's portfolio in Q1 2026, its #87 holding.
44 Wealth Management first reported a position in Elevance Health in Q4 2020 and has held it in 18 quarters since.
44 Wealth Management's Elevance Health position peaked at $1.64M in Q1 2022.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.