Darwin Wealth Management’s Elevance Health ELV Stock Holding History

Darwin 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 Q3	$58.3K	Buy	+149	New	+$59.5K	0.02%	286
2026 Q2	–	Hold	0	–	–	–	610
2025 Q2	–	Sell	-10	Closed	-$3.69K	–	634
2025 Q1	$3.69K	Hold	10	–	–	﹤0.01%	465
2024 Q4	$3.69K	Hold	10	–	–	﹤0.01%	465
2024 Q3	$5.2K	Buy	+10	New	+$5.34K	﹤0.01%	455
2020 Q2	–	Sell	-381	Closed	-$86K	–	316
2020 Q1	$86K	Buy	+381	New	+$104K	0.03%	188

Other funds holding ELV

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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Darwin Wealth Management's ELV Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Elevance Health (ELV) in Q3 2026: 149 shares worth $58.3K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in ELV as recently as Q1 2025.

Darwin Wealth Management first reported a position in ELV in Q1 2020 and has held it in 5 quarters since. The position peaked at $86K in Q1 2020. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Darwin Wealth Management held 149 shares of Elevance Health worth $58.3K as of Q3 2026.
Elevance Health was a new Darwin Wealth Management position in Q3 2026.
Elevance Health made up 0.02% of Darwin Wealth Management's portfolio in Q3 2026, its #286 holding.
Darwin Wealth Management first reported a position in Elevance Health in Q1 2020 and has held it in 5 quarters since.
Darwin Wealth Management's Elevance Health position peaked at $86K in Q1 2020.
1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.