DWM
ELV icon

Drive Wealth Management’s Elevance Health ELV Stock Holding History

Drive 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 		$369K Buy
+953
New +$353K 0.07% 255
2026
Q1 		– Sell
-659
Closed -$231K – 390
2025
Q4 		$231K Buy
+659
New +$223K 0.05% 329
2024
Q4 		– Sell
-925
Closed -$481K – 352
2024
Q3 		$481K Buy
925
+13
+1% +$6.95K 0.13% 132
2024
Q2 		$494K Buy
912
+30
+3% +$15.9K 0.13% 135
2024
Q1 		$457K Buy
882
+35
+4% +$17.4K 0.13% 149
2023
Q4 		$399K Buy
847
+70
+9% +$32.4K 0.13% 151
2023
Q3 		$338K Buy
777
+219
+39% +$99.3K 0.12% 155
2023
Q2 		$248K Sell
558
-107
-16% -$49.4K 0.09% 208
2023
Q1 		$306K Buy
665
+90
+16% +$42.8K 0.13% 171
2022
Q4 		$295K Buy
+575
New +$292K 0.15% 160

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

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

Drive Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 953 shares worth $369K. The stake represents 0.07% of the portfolio and ranks #255 among its holdings. This is a return to the name: Drive Wealth Management previously reported a position in ELV as recently as Q4 2025.

Drive Wealth Management first reported a position in ELV in Q4 2022 and has held it in 10 quarters since. The position peaked at $494K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Drive Wealth Management held 953 shares of Elevance Health worth $369K as of Q2 2026.
  • Elevance Health was a new Drive Wealth Management position in Q2 2026.
  • Elevance Health made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Drive Wealth Management first reported a position in Elevance Health in Q4 2022 and has held it in 10 quarters since.
  • Drive Wealth Management's Elevance Health position peaked at $494K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.