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Acumen Wealth Advisors’s Elevance Health ELV Stock Holding History

Acumen 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 		$144K Sell
372
-6,563
-95% -$2.43M 0.03% 111
2026
Q1 		$2.03M Sell
6,935
-7,357
-51% -$2.42M 0.55% 45
2025
Q4 		$5.01M Buy
+14,292
New +$4.83M 1.44% 20

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

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

Acumen Wealth Advisors reduced its Elevance Health (ELV) stake by 95% in Q2 2026, selling an estimated $2.43M and leaving 372 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #111.

Acumen Wealth Advisors first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.01M in Q4 2025. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Acumen Wealth Advisors held 372 shares of Elevance Health worth $144K as of Q2 2026.
  • Acumen Wealth Advisors sold 6,563 Elevance Health shares in Q2 2026, an estimated $2.43M.
  • Elevance Health made up 0.03% of Acumen Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Acumen Wealth Advisors first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Elevance Health position peaked at $5.01M in Q4 2025.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.