DWM
ELV icon

Dogwood Wealth Management’s Elevance Health ELV Stock Holding History

Dogwood 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 		$12.8K Buy
33
+7
+27% +$2.6K 0.01% 331
2026
Q1 		$7.61K Sell
26
-7
-21% -$2.3K ﹤0.01% 392
2025
Q4 		$11.6K Buy
33
+19
+136% +$6.42K 0.01% 278
2025
Q3 		$4.52K Buy
14
+2
+17% +$622 ﹤0.01% 413
2025
Q2 		$4.19K Buy
12
+8
+200% +$3.22K ﹤0.01% 496
2025
Q1 		$1.74K Buy
+4
New +$1.61K ﹤0.01% 365
2024
Q3 		– Hold
0
– – – 223
2024
Q2 		– Hold
0
– – – 267
2024
Q1 		– Hold
0
– – – 264
2023
Q4 		– Hold
0
– – – 240

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

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

Dogwood Wealth Management increased its Elevance Health (ELV) stake by 27% in Q2 2026, buying an estimated $2.6K and bringing the position to 33 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #331.

Dogwood Wealth Management first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Dogwood Wealth Management held 33 shares of Elevance Health worth $12.8K as of Q2 2026.
  • Dogwood Wealth Management bought 7 Elevance Health shares in Q2 2026, an estimated $2.6K.
  • Elevance Health made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Dogwood Wealth Management first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.