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Bogart Wealth LLC’s Elevance Health ELV Stock Holding History

Bogart Wealth LLC’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
Q1 		$33.1K Buy
113
+4
+4% +$1.31K ﹤0.01% 600
2025
Q4 		$38.2K Buy
109
+4
+4% +$1.35K ﹤0.01% 541
2025
Q3 		$33.9K Buy
105
+7
+7% +$2.18K ﹤0.01% 540
2025
Q2 		$38.1K Sell
98
-4
-4% -$1.61K ﹤0.01% 499
2025
Q1 		$44.4K Buy
102
+5
+5% +$2.01K ﹤0.01% 443
2024
Q4 		$35.8K Hold
97
– – ﹤0.01% 474
2024
Q3 		$50.4K Sell
97
-2
-2% -$1.07K ﹤0.01% 412
2024
Q2 		$53.6K Hold
99
– – ﹤0.01% 397
2024
Q1 		$51.3K Buy
99
+70
+241% +$34.8K ﹤0.01% 378
2023
Q4 		$13.7K Hold
29
– – ﹤0.01% 570
2023
Q3 		$12.6K Hold
29
– – ﹤0.01% 550
2023
Q2 		$12.9K Hold
29
– – ﹤0.01% 538
2023
Q1 		$13.3K Sell
29
-23
-44% -$10.9K ﹤0.01% 539
2022
Q4 		$26.7K Buy
52
+23
+79% +$11.7K ﹤0.01% 386
2022
Q3 		$13K Hold
29
– – ﹤0.01% 497
2022
Q2 		$14K Hold
29
– – ﹤0.01% 476
2022
Q1 		$14K Hold
29
– – ﹤0.01% 440
2021
Q4 		$13K Hold
29
– – ﹤0.01% 443
2021
Q3 		$11K Hold
29
– – ﹤0.01% 448
2021
Q2 		$11K Sell
29
-7
-19% -$2.67K ﹤0.01% 433
2021
Q1 		$13K Buy
36
+8
+29% +$2.57K ﹤0.01% 378
2020
Q4 		$8K Hold
28
– – ﹤0.01% 347
2020
Q3 		$7K Hold
28
– – ﹤0.01% 340
2020
Q2 		$7K Sell
28
-3
-10% -$800 ﹤0.01% 322
2020
Q1 		$7K Hold
31
– – ﹤0.01% 298
2019
Q4 		$9K Buy
31
+17
+121% +$4.68K ﹤0.01% 293
2019
Q3 		$3K Buy
14
+4
+40% +$1.1K ﹤0.01% 320
2019
Q2 		$2K Buy
10
+5
+100% +$1.37K ﹤0.01% 305
2019
Q1 		$1K Hold
5
– – ﹤0.01% 323
2018
Q4 		$1K Buy
+5
New +$1.38K ﹤0.01% 328

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bogart Wealth LLC's ELV Position: Q1 2026 in Review

Bogart Wealth LLC increased its Elevance Health (ELV) stake by 3.7% in Q1 2026, buying an estimated $1.31K and bringing the position to 113 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Bogart Wealth LLC first reported a position in ELV in Q4 2018 and has held it in 30 quarters since. The position peaked at $53.6K in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Bogart Wealth LLC held 113 shares of Elevance Health worth $33.1K as of Q1 2026.
  • Bogart Wealth LLC bought 4 Elevance Health shares in Q1 2026, an estimated $1.31K.
  • Elevance Health made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #600 holding.
  • Bogart Wealth LLC first reported a position in Elevance Health in Q4 2018 and has held it in 30 quarters since.
  • Bogart Wealth LLC's Elevance Health position peaked at $53.6K in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.