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Concord Wealth Partners’s Elevance Health ELV Stock Holding History

Concord 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
Q2 		$33.6K Buy
+87
New +$32.3K ﹤0.01% 417
2026
Q1 		– Sell
-51
Closed -$17.9K – 357
2025
Q4 		$17.9K Sell
51
-71
-58% -$24K ﹤0.01% 459
2025
Q3 		$39.4K Sell
122
-482
-80% -$150K 0.01% 371
2025
Q2 		$235K Buy
604
+199
+49% +$80K 0.03% 187
2025
Q1 		$176K Sell
405
-1,983
-83% -$796K 0.03% 196
2024
Q4 		$881K Sell
2,388
-57
-2% -$23.9K 0.14% 110
2024
Q3 		$1.27M Buy
2,445
+208
+9% +$111K 0.21% 83
2024
Q2 		$1.21M Sell
2,237
-118
-5% -$62.4K 0.21% 92
2024
Q1 		$1.22M Buy
2,355
+561
+31% +$279K 0.22% 90
2023
Q4 		$846K Buy
1,794
+1,083
+152% +$501K 0.17% 100
2023
Q3 		$310K Sell
711
-369
-34% -$167K 0.07% 150
2023
Q2 		$480K Buy
1,080
+201
+23% +$92.7K 0.1% 114
2023
Q1 		$404K Buy
879
+160
+22% +$76.1K 0.11% 95
2022
Q4 		$369K Sell
719
-154
-18% -$78.2K 0.11% 111
2022
Q3 		$396K Sell
873
-43
-5% -$20.6K 0.13% 108
2022
Q2 		$442K Buy
916
+76
+9% +$37.6K 0.12% 113
2022
Q1 		$413K Buy
840
+9
+1% +$4.11K 0.11% 116
2021
Q4 		$385K Buy
831
+105
+14% +$44.2K 0.09% 119
2021
Q3 		$271K Sell
726
-76
-9% -$28.9K 0.11% 68
2021
Q2 		$306K Buy
802
+38
+5% +$14.5K 0.09% 97
2021
Q1 		$274K Sell
764
-248
-25% -$79.8K 0.09% 102
2020
Q4 		$325K Buy
+1,012
New +$311K 0.25% 53

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

Concord Wealth Partners's ELV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Elevance Health (ELV) in Q2 2026: 87 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ELV as recently as Q4 2025.

Concord Wealth Partners first reported a position in ELV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.27M in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Concord Wealth Partners held 87 shares of Elevance Health worth $33.6K as of Q2 2026.
  • Elevance Health was a new Concord Wealth Partners position in Q2 2026.
  • Elevance Health made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #417 holding.
  • Concord Wealth Partners first reported a position in Elevance Health in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Elevance Health position peaked at $1.27M in Q3 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.