AWM
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Abound Wealth Management’s Elevance Health ELV Stock Holding History

Abound 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 		$6.57K Sell
17
-49
-74% -$18.2K ﹤0.01% 548
2026
Q1 		$19.3K Sell
66
-1
-1% -$329 ﹤0.01% 411
2025
Q4 		$23.5K Hold
67
– – 0.01% 329
2025
Q3 		$21.6K Sell
67
-10
-13% -$3.11K 0.01% 341
2025
Q2 		$29.9K Sell
77
-7
-8% -$2.82K 0.01% 274
2025
Q1 		$36.5K Sell
84
-6
-7% -$2.41K 0.01% 230
2024
Q4 		$33.1K Sell
90
-3
-3% -$1.25K 0.01% 220
2024
Q3 		$48.2K Buy
93
+7
+8% +$3.74K 0.02% 181
2024
Q2 		$46.5K Sell
86
-2
-2% -$1.06K 0.02% 159
2024
Q1 		$45.5K Buy
88
+3
+4% +$1.49K 0.02% 155
2023
Q4 		$40.3K Sell
85
-23
-21% -$10.6K 0.02% 171
2023
Q3 		$47K Buy
108
+5
+5% +$2.27K 0.02% 140
2023
Q2 		$45.8K Buy
103
+12
+13% +$5.54K 0.02% 142
2023
Q1 		$41.8K Buy
91
+22
+32% +$10.5K 0.02% 141
2022
Q4 		$35.4K Sell
69
-11
-14% -$5.58K 0.02% 144
2022
Q3 		$36.4K Buy
+80
New +$38.3K 0.02% 141

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

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

Abound Wealth Management reduced its Elevance Health (ELV) stake by 74% in Q2 2026, selling an estimated $18.2K and leaving 17 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Abound Wealth Management first reported a position in ELV in Q3 2022 and has held it in 16 quarters since. The position peaked at $48.2K in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Abound Wealth Management held 17 shares of Elevance Health worth $6.57K as of Q2 2026.
  • Abound Wealth Management sold 49 Elevance Health shares in Q2 2026, an estimated $18.2K.
  • Elevance Health made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Abound Wealth Management first reported a position in Elevance Health in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Elevance Health position peaked at $48.2K in Q3 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.