AWM
ELV icon

Avior Wealth Management’s Elevance Health ELV Stock Holding History

Avior Wealth Management’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 		$556K Buy
1,438
+93
+7% +$34.5K 0.01% 487
2026
Q1 		$394K Sell
1,345
-144
-10% -$47.3K 0.01% 598
2025
Q4 		$522K Buy
1,489
+195
+15% +$65.9K 0.02% 446
2025
Q3 		$418K Sell
1,294
-17
-1% -$5.29K 0.01% 497
2025
Q2 		$510K Sell
1,311
-1
-0.1% -$402 0.02% 421
2025
Q1 		$571K Buy
1,312
+12
+0.9% +$4.82K 0.02% 371
2024
Q4 		$480K Buy
1,300
+122
+10% +$51.1K 0.02% 458
2024
Q3 		$613K Buy
1,178
+6
+0.5% +$3.21K 0.02% 404
2024
Q2 		$635K Sell
1,172
-217
-16% -$115K 0.03% 373
2024
Q1 		$721K Buy
1,389
+786
+130% +$391K 0.03% 360
2023
Q4 		$285K Sell
603
-4
-0.7% -$1.85K 0.02% 462
2023
Q3 		$264K Buy
607
+67
+12% +$30.4K 0.02% 470
2023
Q2 		$240K Hold
540
– – 0.02% 492
2023
Q1 		$248K Buy
540
+32
+6% +$15.2K 0.02% 489
2022
Q4 		$261K Hold
508
– – 0.02% 427
2022
Q3 		$230K Buy
508
+500
+6,250% +$239K 0.02% 433
2022
Q2 		$3K Hold
8
– – ﹤0.01% 907
2022
Q1 		$3K Hold
8
– – ﹤0.01% 942
2021
Q4 		$3K Hold
8
– – ﹤0.01% 935
2021
Q3 		$2K Buy
8
+1
+14% +$380 ﹤0.01% 936
2021
Q2 		$2K Hold
7
– – ﹤0.01% 900
2021
Q1 		$2K Hold
7
– – ﹤0.01% 907
2020
Q4 		$2K Hold
7
– – ﹤0.01% 871
2020
Q3 		$1K Hold
7
– – ﹤0.01% 866
2020
Q2 		$1K Hold
7
– – ﹤0.01% 840
2020
Q1 		$1K Hold
7
– – ﹤0.01% 719
2019
Q4 		$2K Hold
7
– – ﹤0.01% 715
2019
Q3 		$1K Hold
7
– – ﹤0.01% 713
2019
Q2 		$2K Buy
+7
New +$1.91K ﹤0.01% 723
2018
Q2 		– Sell
-5
Closed -$1K – 803
2018
Q1 		$1K Hold
5
– – ﹤0.01% 725
2017
Q4 		$1K Buy
+5
New +$1.06K ﹤0.01% 729

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

Avior Wealth Management's ELV Position: Q2 2026 in Review

Avior Wealth Management increased its Elevance Health (ELV) stake by 6.9% in Q2 2026, buying an estimated $34.5K and bringing the position to 1,438 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #487.

Avior Wealth Management first reported a position in ELV in Q4 2017 and has held it in 31 quarters since. The position peaked at $721K in Q1 2024. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Avior Wealth Management held 1,438 shares of Elevance Health worth $556K as of Q2 2026.
  • Avior Wealth Management bought 93 Elevance Health shares in Q2 2026, an estimated $34.5K.
  • Elevance Health made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Avior Wealth Management first reported a position in Elevance Health in Q4 2017 and has held it in 31 quarters since.
  • Avior Wealth Management's Elevance Health position peaked at $721K in Q1 2024.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.