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
Q2 		$561K Sell
1,450
-30
-2% -$11.1K 0.27% 104
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 $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

Eads & Heald Wealth Management's ELV Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Elevance Health (ELV) stake by 2% in Q2 2026, selling an estimated $11.1K and leaving 1,450 shares worth $561K. The position accounts for 0.27% of the portfolio, ranked #104.

Eads & Heald Wealth Management first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Eads & Heald Wealth Management held 1,450 shares of Elevance Health worth $561K as of Q2 2026.
  • Eads & Heald Wealth Management sold 30 Elevance Health shares in Q2 2026, an estimated $11.1K.
  • Elevance Health made up 0.27% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Eads & Heald Wealth Management first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.