Alteri Wealth’s Elevance Health ELV Stock Holding History

Alteri Wealth’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	-636	Closed	-$223K	–	294
2025 Q4	$223K	Buy	+636	New	+$215K	0.07%	261
2025 Q3	–	Sell	-543	Closed	-$211K	–	287
2025 Q2	$211K	Buy	+543	New	+$218K	0.08%	251

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

Alteri Wealth's ELV Position: Q1 2026 in Review

Alteri Wealth sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 636 shares — an estimated $223K sold.

Alteri Wealth first reported a position in ELV in Q2 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Alteri Wealth reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
Alteri Wealth sold 636 Elevance Health shares in Q1 2026, an estimated $223K.
Alteri Wealth first reported a position in Elevance Health in Q2 2025 and held it in 2 quarters.
Alteri Wealth's Elevance Health position peaked at $223K in Q4 2025.
1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.