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 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 $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

Atlas Wealth's ELV Position: Q1 2026 in Review

Atlas Wealth held its Elevance Health (ELV) position steady in Q1 2026 at 810 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #104.

Atlas Wealth first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $859K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Atlas Wealth held 810 shares of Elevance Health worth $237K as of Q1 2026.
Atlas Wealth left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.07% of Atlas Wealth's portfolio in Q1 2026, its #104 holding.
Atlas Wealth first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
Atlas Wealth's Elevance Health position peaked at $859K in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

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