EHWM
ELV icon

Eads & Heald Wealth Management’s Elevance Health ELV Stock Holding History

Eads & Heald 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
Q1 		$433K Sell
1,480
-28
-2% -$9.2K 0.22% 119
2025
Q4 		$529K Buy
1,508
+277
+23% +$93.6K 0.26% 110
2025
Q3 		$398K Buy
1,231
+390
+46% +$121K 0.19% 121
2025
Q2 		$327K Buy
+841
New +$338K 0.16% 122

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Eads & Heald Wealth Management's ELV Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Elevance Health (ELV) stake by 1.9% in Q1 2026, selling an estimated $9.2K and leaving 1,480 shares worth $433K. The position accounts for 0.22% of the portfolio, ranked #119.

Eads & Heald Wealth Management first reported a position in ELV in Q2 2025 and has held it in 4 quarters since. The position peaked at $529K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Eads & Heald Wealth Management held 1,480 shares of Elevance Health worth $433K as of Q1 2026.
  • Eads & Heald Wealth Management sold 28 Elevance Health shares in Q1 2026, an estimated $9.2K.
  • Elevance Health made up 0.22% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Eads & Heald Wealth Management first reported a position in Elevance Health in Q2 2025 and has held it in 4 quarters since.
  • Eads & Heald Wealth Management's Elevance Health position peaked at $529K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.