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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
Q2 		$215K Buy
+556
New +$206K 0.05% 135
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 $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 $3.38T AUM 44.17% 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

Atlas Private Wealth Advisors's ELV Position: Q2 2026 in Review

Atlas Private Wealth Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 556 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings. This is a return to the name: Atlas Private Wealth Advisors previously reported a position in ELV as recently as Q4 2025.

Atlas Private Wealth Advisors first reported a position in ELV in Q2 2020 and has held it in 23 quarters since. The position peaked at $761K in Q2 2024. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Atlas Private Wealth Advisors held 556 shares of Elevance Health worth $215K as of Q2 2026.
  • Elevance Health was a new Atlas Private Wealth Advisors position in Q2 2026.
  • Elevance Health made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Atlas Private Wealth Advisors first reported a position in Elevance Health in Q2 2020 and has held it in 23 quarters since.
  • Atlas Private Wealth Advisors's Elevance Health position peaked at $761K in Q2 2024.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.