Barlow Wealth Partners’s Elevance Health ELV Stock Holding History

Barlow Wealth Partners’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	$882K	Hold	2,205	–	–	0.09%	62
2026 Q2	$917K	Hold	2,205	–	–	0.1%	65
2026 Q1	$712K	Hold	2,205	–	–	0.08%	69
2025 Q4	$822K	Sell	2,205 -4	-0.2%	-$1.35K	0.09%	66
2025 Q3	$763K	Sell	2,209 -17,461	-89%	-$5.43M	0.08%	68
2025 Q2	$6.89M	Buy	19,670 +17,390	+763%	+$6.99M	0.82%	35
2025 Q1	$961K	Buy	2,280 +30	+1%	+$12K	0.13%	57
2024 Q4	$876K	Sell	2,250 -25,105	-92%	-$10.5M	0.11%	63
2024 Q3	$13.5M	Buy	27,355 +369	+1%	+$197K	1.76%	28
2024 Q2	$13.8M	Buy	26,986 +759	+3%	+$401K	1.91%	21
2024 Q1	$13M	Buy	26,227 +24,050	+1,105%	+$12M	1.78%	22
2023 Q4	$1.03M	Buy	+2,177	New	+$1.01M	0.15%	66

Other funds holding ELV

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Barlow Wealth Partners's ELV Position: Q3 2026 in Review

Barlow Wealth Partners held its Elevance Health (ELV) position steady in Q3 2026 at 2,205 shares worth $882K. The position accounts for 0.09% of the portfolio, ranked #62.

Barlow Wealth Partners first reported a position in ELV in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q2 2024. 1,199 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Barlow Wealth Partners held 2,205 shares of Elevance Health worth $882K as of Q3 2026.
Barlow Wealth Partners left its Elevance Health share count unchanged in Q3 2026.
Elevance Health made up 0.09% of Barlow Wealth Partners's portfolio in Q3 2026, its #62 holding.
Barlow Wealth Partners first reported a position in Elevance Health in Q4 2023 and has held it in 12 quarters since.
Barlow Wealth Partners's Elevance Health position peaked at $13.8M in Q2 2024.
1,199 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.