AWE
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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
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

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 $3.37T AUM 44.26% 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

Avidian Wealth Enterprises's ELV Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Elevance Health (ELV) in Q2 2026: 695 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in ELV as recently as Q4 2025.

Avidian Wealth Enterprises first reported a position in ELV in Q1 2020 and has held it in 15 quarters since. The position peaked at $492K in Q1 2020. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Avidian Wealth Enterprises held 695 shares of Elevance Health worth $269K as of Q2 2026.
  • Elevance Health was a new Avidian Wealth Enterprises position in Q2 2026.
  • Elevance Health made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #627 holding.
  • Avidian Wealth Enterprises first reported a position in Elevance Health in Q1 2020 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Elevance Health position peaked at $492K in Q1 2020.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.