Aaron Wealth Advisors
ELV icon

Aaron Wealth Advisors’s Elevance Health ELV Stock Holding History

Aaron 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 		$1.47M Buy
3,774
+490
+15% +$196K 0.07% 165
2026
Q2 		$1.27M Buy
3,284
+580
+21% +$215K 0.06% 194
2026
Q1 		$792K Buy
2,704
+154
+6% +$50.6K 0.04% 277
2025
Q4 		$894K Buy
2,550
+290
+13% +$98K 0.05% 273
2025
Q3 		$730K Buy
2,260
+1,173
+108% +$365K 0.04% 310
2025
Q2 		$423K Buy
1,087
+434
+66% +$175K 0.04% 283
2025
Q1 		$284K Buy
+653
New +$262K 0.03% 336
2024
Q4 		– Sell
-826
Closed -$430K – 464
2024
Q3 		$430K Buy
826
+56
+7% +$29.9K 0.05% 223
2024
Q2 		$417K Buy
770
+208
+37% +$110K 0.06% 186
2024
Q1 		$291K Buy
562
+81
+17% +$40.3K 0.04% 228
2023
Q4 		$227K Sell
481
-7,636
-94% -$3.53M 0.04% 227
2023
Q3 		$3.53M Buy
8,117
+6,535
+413% +$2.96M 0.46% 36
2023
Q2 		$703K Buy
1,582
+63
+4% +$29.1K 0.09% 123
2023
Q1 		$698K Buy
1,519
+70
+5% +$33.3K 0.1% 123
2022
Q4 		$743K Sell
1,449
-41
-3% -$20.8K 0.11% 109
2022
Q3 		$677K Buy
1,490
+15
+1% +$7.18K 0.12% 94
2022
Q2 		$711K Buy
1,475
+116
+9% +$57.4K 0.18% 76
2022
Q1 		$668K Sell
1,359
-168
-11% -$76.8K 0.15% 84
2021
Q4 		$707K Buy
1,527
+82
+6% +$34.5K 0.2% 76
2021
Q3 		$538K Buy
1,445
+11
+0.8% +$4.18K 0.15% 83
2021
Q2 		$547K Sell
1,434
-4
-0.3% -$1.53K 0.18% 81
2021
Q1 		$516K Buy
1,438
+6
+0.4% +$1.93K 0.19% 83
2020
Q4 		$459K Buy
+1,432
New +$439K 0.17% 85

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Elevance Health (ELV) stake by 15% in Q3 2026, buying an estimated $196K and bringing the position to 3,774 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #165.

Aaron Wealth Advisors first reported a position in ELV in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.53M in Q3 2023. 993 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Aaron Wealth Advisors held 3,774 shares of Elevance Health worth $1.47M as of Q3 2026.
  • Aaron Wealth Advisors bought 490 Elevance Health shares in Q3 2026, an estimated $196K.
  • Elevance Health made up 0.07% of Aaron Wealth Advisors's portfolio in Q3 2026, its #165 holding.
  • Aaron Wealth Advisors first reported a position in Elevance Health in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Elevance Health position peaked at $3.53M in Q3 2023.
  • 993 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

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