Atlas Wealth’s Elevance Health ELV Stock Holding History

Atlas 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 Q2	$338K	Buy	874 +64	+8%	+$23.7K	0.05%	139
2026 Q1	$237K	Hold	810	–	–	0.07%	104
2025 Q4	$284K	Hold	810	–	–	0.09%	94
2025 Q3	$262K	Hold	810	–	–	0.08%	90
2025 Q2	$321K	Hold	810	–	–	0.12%	82
2025 Q1	$352K	Hold	810	–	–	0.14%	70
2024 Q4	$299K	Hold	810	–	–	0.11%	74
2024 Q3	$421K	Sell	810 -810	-50%	-$433K	0.18%	57
2024 Q2	$859K	Buy	1,620 +810	+100%	+$428K	0.1%	112
2024 Q1	$420K	Hold	810	–	–	0.21%	55
2023 Q4	$353K	Hold	810	–	–	0.19%	56
2023 Q3	$353K	Hold	810	–	–	0.07%	133
2023 Q2	$359K	Hold	810	–	–	0.07%	137
2023 Q1	$372K	Hold	810	–	–	0.07%	132
2022 Q4	$416K	Buy	+810	New	+$411K	0.11%	85

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Wealth's ELV Position: Q2 2026 in Review

Atlas Wealth increased its Elevance Health (ELV) stake by 7.9% in Q2 2026, buying an estimated $23.7K and bringing the position to 874 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #139.

Atlas Wealth first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. The position peaked at $859K in Q2 2024. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Atlas Wealth held 874 shares of Elevance Health worth $338K as of Q2 2026.
Atlas Wealth bought 64 Elevance Health shares in Q2 2026, an estimated $23.7K.
Elevance Health made up 0.05% of Atlas Wealth's portfolio in Q2 2026, its #139 holding.
Atlas Wealth first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
Atlas Wealth's Elevance Health position peaked at $859K in Q2 2024.
1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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