AWA
ELV icon

Arkadios Wealth Advisors’s Elevance Health ELV Stock Holding History

Arkadios 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 		$915K Buy
2,366
+273
+13% +$101K 0.01% 841
2026
Q1 		$613K Sell
2,093
-112
-5% -$36.8K 0.01% 1011
2025
Q4 		$773K Sell
2,205
-77
-3% -$26K 0.02% 817
2025
Q3 		$737K Sell
2,282
-739
-24% -$230K 0.02% 771
2025
Q2 		$1.17M Buy
3,021
+1,089
+56% +$438K 0.03% 510
2025
Q1 		$840K Buy
1,932
+825
+75% +$331K 0.03% 522
2024
Q4 		$408K Buy
1,107
+114
+11% +$47.7K 0.02% 628
2024
Q3 		$516K Buy
993
+125
+14% +$66.8K 0.03% 529
2024
Q2 		$471K Buy
868
+181
+26% +$95.7K 0.03% 482
2024
Q1 		$356K Buy
687
+10
+1% +$4.97K 0.03% 482
2023
Q4 		$319K Buy
677
+39
+6% +$18K 0.03% 503
2023
Q3 		$278K Buy
638
+7
+1% +$3.17K 0.03% 511
2023
Q2 		$280K Sell
631
-188
-23% -$86.7K 0.03% 465
2023
Q1 		$377K Sell
819
-439
-35% -$209K 0.04% 370
2022
Q4 		$645K Buy
1,258
+125
+11% +$63.5K 0.09% 245
2022
Q3 		$515K Buy
1,133
+667
+143% +$319K 0.08% 268
2022
Q2 		$225K Buy
466
+40
+9% +$19.8K 0.03% 474
2022
Q1 		$209K Sell
426
-22
-5% -$10.1K 0.03% 526
2021
Q4 		$208K Buy
448
+9
+2% +$3.79K 0.03% 547
2021
Q3 		$163K Buy
439
+9
+2% +$3.42K 0.02% 557
2021
Q2 		$164K Buy
430
+124
+41% +$47.4K 0.02% 588
2021
Q1 		$109K Hold
306
– – 0.02% 522
2020
Q4 		$98K Sell
306
-1
-0.3% -$307 0.02% 445
2020
Q3 		$91.1K Sell
307
-3
-1% -$807 0.05% 310
2020
Q2 		$81.7K Sell
310
-4
-1% -$1.07K 0.05% 289
2020
Q1 		$71.3K Buy
314
+2
+0.6% +$545 0.05% 286
2019
Q4 		$93.2K Buy
+312
New +$85.9K 0.06% 239

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

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

Arkadios Wealth Advisors increased its Elevance Health (ELV) stake by 13% in Q2 2026, buying an estimated $101K and bringing the position to 2,366 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #841.

Arkadios Wealth Advisors first reported a position in ELV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.17M in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Arkadios Wealth Advisors held 2,366 shares of Elevance Health worth $915K as of Q2 2026.
  • Arkadios Wealth Advisors bought 273 Elevance Health shares in Q2 2026, an estimated $101K.
  • Elevance Health made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #841 holding.
  • Arkadios Wealth Advisors first reported a position in Elevance Health in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Elevance Health position peaked at $1.17M in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.