AWE
ELV icon

Avidian Wealth Enterprises’s Elevance Health ELV Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$310K Buy
797
+102
+15% +$40.7K 0.01% 601
2026
Q2 		$269K Buy
+695
New +$258K 0.01% 627
2026
Q1 		– Sell
-608
Closed -$213K – 680
2025
Q4 		$213K Buy
+608
New +$205K 0.01% 547
2025
Q3 		– Sell
-693
Closed -$270K – 589
2025
Q2 		$270K Buy
693
+98
+16% +$39.4K 0.01% 459
2025
Q1 		$259K Hold
595
– – 0.01% 447
2024
Q4 		$220K Sell
595
-189
-24% -$79.1K 0.01% 467
2024
Q3 		$408K Sell
784
-46
-6% -$24.6K 0.02% 334
2024
Q2 		$450K Buy
830
+206
+33% +$109K 0.02% 311
2024
Q1 		$323K Buy
624
+75
+14% +$37.3K 0.02% 342
2023
Q4 		$259K Buy
549
+19
+4% +$8.79K 0.02% 367
2023
Q3 		$231K Buy
530
+2
+0.4% +$907 0.02% 363
2023
Q2 		$235K Buy
528
+82
+18% +$37.8K 0.02% 380
2023
Q1 		$205K Buy
446
+2
+0.5% +$952 0.01% 450
2022
Q4 		$228K Buy
+444
New +$225K 0.01% 411
2020
Q3 		– Sell
-1,302
Closed -$342K – 287
2020
Q2 		$342K Sell
1,302
-865
-40% -$231K 0.05% 173
2020
Q1 		$492K Buy
+2,167
New +$591K 0.08% 108

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Avidian Wealth Enterprises's ELV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Elevance Health (ELV) stake by 15% in Q3 2026, buying an estimated $40.7K and bringing the position to 797 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #601.

Avidian Wealth Enterprises first reported a position in ELV in Q1 2020 and has held it in 16 quarters since. The position peaked at $492K in Q1 2020. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Avidian Wealth Enterprises held 797 shares of Elevance Health worth $310K as of Q3 2026.
  • Avidian Wealth Enterprises bought 102 Elevance Health shares in Q3 2026, an estimated $40.7K.
  • Elevance Health made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #601 holding.
  • Avidian Wealth Enterprises first reported a position in Elevance Health in Q1 2020 and has held it in 16 quarters since.
  • Avidian Wealth Enterprises's Elevance Health position peaked at $492K in Q1 2020.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.