Advisor OS’s Elevance Health ELV Stock Holding History

Advisor OS’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 Q1	–	Sell	-1,830	Closed	-$642K	–	594
2025 Q4	$642K	Buy	1,830 +58	+3%	+$19.6K	0.05%	243
2025 Q3	$573K	Buy	1,772 +102	+6%	+$31.7K	0.05%	236
2025 Q2	$650K	Buy	1,670 +1,075	+181%	+$432K	0.06%	211
2025 Q1	$259K	Buy	+595	New	+$239K	0.03%	357
2024 Q3	–	Sell	-380	Closed	-$206K	–	414
2024 Q2	$206K	Buy	+380	New	+$201K	0.02%	374
2024 Q1	–	Sell	-551	Closed	-$260K	–	393
2023 Q4	$260K	Buy	+551	New	+$255K	0.03%	281

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Advisor OS's ELV Position: Q1 2026 in Review

Advisor OS sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 1,830 shares — an estimated $642K sold.

Advisor OS first reported a position in ELV in Q4 2023 and held it in 6 quarters. The position peaked at $650K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Advisor OS reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
Advisor OS sold 1,830 Elevance Health shares in Q1 2026, an estimated $642K.
Advisor OS first reported a position in Elevance Health in Q4 2023 and held it in 6 quarters.
Advisor OS's Elevance Health position peaked at $650K in Q2 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.