A4 Wealth Advisors
ELV icon

A4 Wealth Advisors’s Elevance Health ELV Stock Holding History

A4 Wealth 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
Q3 		$203K Sell
522
-36
-6% -$14.4K 0.13% 73
2026
Q2 		$216K Sell
558
-161
-22% -$59.7K 0.14% 85
2026
Q1 		$210K Buy
+719
New +$236K 0.17% 95

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

A4 Wealth Advisors's ELV Position: Q3 2026 in Review

A4 Wealth Advisors reduced its Elevance Health (ELV) stake by 6.5% in Q3 2026, selling an estimated $14.4K and leaving 522 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #73.

A4 Wealth Advisors first reported a position in ELV in Q1 2026 and has held it in 3 quarters since. The position peaked at $216K in Q2 2026. 809 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • A4 Wealth Advisors held 522 shares of Elevance Health worth $203K as of Q3 2026.
  • A4 Wealth Advisors sold 36 Elevance Health shares in Q3 2026, an estimated $14.4K.
  • Elevance Health made up 0.13% of A4 Wealth Advisors's portfolio in Q3 2026, its #73 holding.
  • A4 Wealth Advisors first reported a position in Elevance Health in Q1 2026 and has held it in 3 quarters since.
  • A4 Wealth Advisors's Elevance Health position peaked at $216K in Q2 2026.
  • 809 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.