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Atlas Private Wealth Advisors’s Elevance Health ELV Stock Holding History

Atlas Private 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
Q1 		– Sell
-593
Closed -$208K – 134
2025
Q4 		$208K Buy
+593
New +$200K 0.05% 130
2025
Q3 		– Sell
-1,316
Closed -$512K – 150
2025
Q2 		$512K Sell
1,316
-16
-1% -$6.44K 0.07% 119
2025
Q1 		$580K Buy
1,332
+18
+1% +$7.23K 0.08% 102
2024
Q4 		$485K Sell
1,314
-94
-7% -$39.3K 0.07% 104
2024
Q3 		$732K Buy
1,408
+4
+0.3% +$2.14K 0.11% 80
2024
Q2 		$761K Buy
1,404
+704
+101% +$372K 0.12% 75
2024
Q1 		$363K Sell
700
-696
-50% -$346K 0.12% 76
2023
Q4 		$658K Buy
1,396
+6
+0.4% +$2.77K 0.12% 70
2023
Q3 		$606K Sell
1,390
-96
-6% -$43.5K 0.11% 95
2023
Q2 		$660K Buy
1,486
+720
+94% +$332K 0.13% 96
2023
Q1 		$352K Buy
766
+3
+0.4% +$1.43K 0.16% 96
2022
Q4 		$391K Hold
763
– – 0.21% 89
2022
Q3 		$347K Buy
763
+2
+0.3% +$957 0.21% 92
2022
Q2 		$367K Buy
761
+11
+1% +$5.44K 0.22% 92
2022
Q1 		$368K Sell
750
-42
-5% -$19.2K 0.16% 95
2021
Q4 		$367K Hold
792
– – 0.17% 104
2021
Q3 		$295K Hold
792
– – 0.15% 114
2021
Q2 		$302K Buy
792
+748
+1,700% +$286K 0.16% 99
2021
Q1 		$16K Hold
44
– – 0.01% 416
2020
Q4 		$14K Hold
44
– – 0.01% 386
2020
Q3 		$12K Hold
44
– – 0.01% 368
2020
Q2 		$12K Buy
+44
New +$11.7K 0.01% 378

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Atlas Private Wealth Advisors's ELV Position: Q1 2026 in Review

Atlas Private Wealth Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 593 shares — an estimated $208K sold.

Atlas Private Wealth Advisors first reported a position in ELV in Q2 2020 and held it in 22 quarters. The position peaked at $761K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Atlas Private Wealth Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 593 Elevance Health shares in Q1 2026, an estimated $208K.
  • Atlas Private Wealth Advisors first reported a position in Elevance Health in Q2 2020 and held it in 22 quarters.
  • Atlas Private Wealth Advisors's Elevance Health position peaked at $761K in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.