Destiny Wealth Partners’s Elevance Health ELV Stock Holding History

Destiny 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 Q1	$32.2K	Buy	+110	New	+$36.2K	﹤0.01%	530
2023 Q1	–	Sell	-51	Closed	-$26.2K	–	312
2022 Q4	$26.2K	Sell	51 -93	-65%	-$47.2K	0.01%	366
2022 Q3	$65K	Hold	144	–	–	0.01%	255
2022 Q2	$69K	Buy	144 +75	+109%	+$37.1K	0.02%	255
2022 Q1	$34K	Hold	69	–	–	0.01%	350
2021 Q4	$32K	Hold	69	–	–	0.01%	363
2021 Q3	$26K	Buy	+69	New	+$26.2K	0.01%	355
2021 Q2	–	Sell	-69	Closed	-$25K	–	274
2021 Q1	$25K	Sell	69 -61	-47%	-$19.6K	0.01%	341
2020 Q4	$42K	Buy	+130	New	+$39.9K	0.01%	301

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Destiny Wealth Partners's ELV Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Elevance Health (ELV) in Q1 2026: 110 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in ELV as recently as Q4 2022.

Destiny Wealth Partners first reported a position in ELV in Q4 2020 and has held it in 9 quarters since. The position peaked at $69K in Q2 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Destiny Wealth Partners held 110 shares of Elevance Health worth $32.2K as of Q1 2026.
Elevance Health was a new Destiny Wealth Partners position in Q1 2026.
Elevance Health made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #530 holding.
Destiny Wealth Partners first reported a position in Elevance Health in Q4 2020 and has held it in 9 quarters since.
Destiny Wealth Partners's Elevance Health position peaked at $69K in Q2 2022.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.