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Avion Wealth’s Elevance Health ELV Stock Holding History

Avion 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 		$20K Buy
52
+33
+174% +$12.2K ﹤0.01% 395
2026
Q1 		$5K Sell
19
-20
-51% -$6.57K ﹤0.01% 660
2025
Q4 		$13K Hold
39
– – ﹤0.01% 425
2025
Q3 		$12K Sell
39
-5
-11% -$1.55K ﹤0.01% 438
2025
Q2 		$17K Buy
44
+24
+120% +$9.65K ﹤0.01% 346
2025
Q1 		$7K Hold
20
– – ﹤0.01% 462
2024
Q4 		$7K Sell
20
-11
-35% -$4.6K ﹤0.01% 461
2024
Q3 		$16K Buy
31
+2
+7% +$1.07K ﹤0.01% 288
2024
Q2 		$15K Buy
29
+3
+12% +$1.59K ﹤0.01% 263
2024
Q1 		$14K Buy
26
+9
+53% +$4.48K ﹤0.01% 259
2023
Q4 		$8K Buy
17
+3
+21% +$1.39K ﹤0.01% 303
2023
Q3 		$5K Buy
14
+2
+17% +$907 ﹤0.01% 355
2023
Q2 		$4K Buy
12
+7
+140% +$3.23K ﹤0.01% 372
2023
Q1 		$2K Buy
5
+2
+67% +$952 ﹤0.01% 377
2022
Q4 		$1K Hold
3
– – ﹤0.01% 414
2022
Q3 		$1K Hold
3
– – ﹤0.01% 446
2022
Q2 		$1K Hold
3
– – ﹤0.01% 443
2022
Q1 		$1K Hold
3
– – ﹤0.01% 359
2021
Q4 		$1K Hold
3
– – ﹤0.01% 366
2021
Q3 		$1K Hold
3
– – ﹤0.01% 348
2021
Q2 		$1K Hold
3
– – ﹤0.01% 333
2021
Q1 		$1K Hold
3
– – ﹤0.01% 322
2020
Q4 		$1K Buy
+3
New +$921 ﹤0.01% 325

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

Avion Wealth's ELV Position: Q2 2026 in Review

Avion Wealth increased its Elevance Health (ELV) stake by 174% in Q2 2026, buying an estimated $12.2K and bringing the position to 52 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Avion Wealth first reported a position in ELV in Q4 2020 and has held it in 23 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Avion Wealth held 52 shares of Elevance Health worth $20K as of Q2 2026.
  • Avion Wealth bought 33 Elevance Health shares in Q2 2026, an estimated $12.2K.
  • Elevance Health made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #395 holding.
  • Avion Wealth first reported a position in Elevance Health in Q4 2020 and has held it in 23 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.