BWM
ELV icon

BCGM Wealth Management’s Elevance Health ELV Stock Holding History

BCGM 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 		$230K Buy
+596
New +$221K 0.05% 171
2026
Q1 		– Sell
-696
Closed -$244K – 181
2025
Q4 		$244K Buy
+696
New +$235K 0.06% 163

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

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

BCGM Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 596 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings. This is a return to the name: BCGM Wealth Management previously reported a position in ELV as recently as Q4 2025.

BCGM Wealth Management first reported a position in ELV in Q4 2025 and has held it in 2 quarters since. The position peaked at $244K in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • BCGM Wealth Management held 596 shares of Elevance Health worth $230K as of Q2 2026.
  • Elevance Health was a new BCGM Wealth Management position in Q2 2026.
  • Elevance Health made up 0.05% of BCGM Wealth Management's portfolio in Q2 2026, its #171 holding.
  • BCGM Wealth Management first reported a position in Elevance Health in Q4 2025 and has held it in 2 quarters since.
  • BCGM Wealth Management's Elevance Health position peaked at $244K in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.