AE Wealth Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $774K | Sell |
2,641
-417
| -14% | -$137K | ﹤0.01% | 918 |
|
|
2025
Q4 | $1.07M | Buy |
3,058
+468
| +18% | +$158K | 0.01% | 781 |
|
|
2025
Q3 | $837K | Sell |
2,590
-418
| -14% | -$130K | 0.01% | 798 |
|
|
2025
Q2 | $1.17M | Sell |
3,008
-587
| -16% | -$236K | 0.01% | 685 |
|
|
2025
Q1 | $1.56M | Buy |
3,595
+225
| +7% | +$90.3K | 0.01% | 589 |
|
|
2024
Q4 | $1.24M | Sell |
3,370
-586
| -15% | -$245K | 0.01% | 653 |
|
|
2024
Q3 | $2.06M | Sell |
3,956
-1,249
| -24% | -$667K | 0.02% | 522 |
|
|
2024
Q2 | $2.82M | Buy |
5,205
+637
| +14% | +$337K | 0.03% | 444 |
|
|
2024
Q1 | $2.37M | Sell |
4,568
-11,476
| -72% | -$5.71M | 0.03% | 459 |
|
|
2023
Q4 | $7.76M | Sell |
16,044
-3,132
| -16% | -$1.45M | 0.04% | 463 |
|
|
2023
Q3 | $8.35M | Buy |
19,176
+891
| +5% | +$404K | 0.05% | 425 |
|
|
2023
Q2 | $8.12M | Buy |
18,285
+1,528
| +9% | +$705K | 0.05% | 417 |
|
|
2023
Q1 | $7.71M | Buy |
16,757
+3,362
| +25% | +$1.6M | 0.05% | 404 |
|
|
2022
Q4 | $6.87M | Buy |
13,395
+786
| +6% | +$399K | 0.05% | 402 |
|
|
2022
Q3 | $5.73M | Sell |
12,609
-2,819
| -18% | -$1.35M | 0.05% | 401 |
|
|
2022
Q2 | $7.45M | Buy |
15,428
+6,271
| +68% | +$3.1M | 0.06% | 337 |
|
|
2022
Q1 | $4.5M | Buy |
9,157
+570
| +7% | +$261K | 0.03% | 467 |
|
|
2021
Q4 | $3.98M | Buy |
8,587
+1,176
| +16% | +$495K | 0.03% | 482 |
|
|
2021
Q3 | $2.76M | Sell |
7,411
-248
| -3% | -$94.2K | 0.02% | 538 |
|
|
2021
Q2 | $2.92M | Buy |
7,659
+26
| +0.3% | +$9.94K | 0.03% | 522 |
|
|
2021
Q1 | $2.74M | Buy |
7,633
+923
| +14% | +$297K | 0.03% | 484 |
|
|
2020
Q4 | $2.15M | Sell |
6,710
-10,152
| -60% | -$3.12M | 0.02% | 477 |
|
|
2020
Q3 | $4.53M | Buy |
16,862
+9,273
| +122% | +$2.5M | 0.06% | 250 |
|
|
2020
Q2 | $2M | Buy |
7,589
+2,108
| +38% | +$562K | 0.03% | 410 |
|
|
2020
Q1 | $1.24M | Buy |
5,481
+267
| +5% | +$72.8K | 0.03% | 426 |
|
|
2019
Q4 | $1.57M | Buy |
5,214
+98
| +2% | +$27K | 0.03% | 416 |
|
|
2019
Q3 | $1.23M | Buy |
5,116
+341
| +7% | +$93.4K | 0.04% | 397 |
|
|
2019
Q2 | $1.35M | Buy |
4,775
+2,678
| +128% | +$732K | 0.04% | 322 |
|
|
2019
Q1 | $602K | Sell |
2,097
-110
| -5% | -$31.8K | 0.04% | 306 |
|
|
2018
Q4 | $580K | Buy |
2,207
+476
| +27% | +$131K | 0.1% | 223 |
|
|
2018
Q3 | $474K | Buy |
+1,731
| New | +$449K | 0.03% | 333 |
|
Other funds holding ELV
VCM
VPM
AE Wealth Management's ELV Position: Q1 2026 in Review
AE Wealth Management reduced its Elevance Health (ELV) stake by 14% in Q1 2026, selling an estimated $137K and leaving 2,641 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #918.
AE Wealth Management first reported a position in ELV in Q3 2018 and has held it in 31 quarters since. The position peaked at $8.35M in Q3 2023. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- AE Wealth Management held 2,641 shares of Elevance Health worth $774K as of Q1 2026.
- AE Wealth Management sold 417 Elevance Health shares in Q1 2026, an estimated $137K.
- Elevance Health made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #918 holding.
- AE Wealth Management first reported a position in Elevance Health in Q3 2018 and has held it in 31 quarters since.
- AE Wealth Management's Elevance Health position peaked at $8.35M in Q3 2023.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.