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 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

A4 Wealth Advisors's ELV Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Elevance Health (ELV) stake by 22% in Q2 2026, selling an estimated $59.7K and leaving 558 shares worth $216K. The position accounts for 0.14% of the portfolio, ranked #85.

A4 Wealth Advisors first reported a position in ELV in Q1 2026 and has held it in 2 quarters since. 849 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

A4 Wealth Advisors held 558 shares of Elevance Health worth $216K as of Q2 2026.
A4 Wealth Advisors sold 161 Elevance Health shares in Q2 2026, an estimated $59.7K.
Elevance Health made up 0.14% of A4 Wealth Advisors's portfolio in Q2 2026, its #85 holding.
A4 Wealth Advisors first reported a position in Elevance Health in Q1 2026 and has held it in 2 quarters since.
849 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.