EWA
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EP Wealth Advisors’s Elevance Health ELV Stock Holding History

EP Wealth Advisors’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 		$1.28M Sell
4,380
-955
-18% -$314K 0.01% 569
2025
Q4 		$1.87M Buy
+5,335
New +$1.8M 0.01% 461
2025
Q2 		$1.82M Buy
4,667
+1,159
+33% +$466K 0.01% 434
2025
Q1 		$1.53M Buy
3,508
+1,307
+59% +$525K 0.01% 409
2024
Q4 		$812K Buy
2,201
+159
+8% +$66.5K 0.01% 561
2024
Q3 		$1.06M Buy
2,042
+160
+9% +$85.5K 0.01% 482
2024
Q2 		$1.02M Buy
1,882
+289
+18% +$153K 0.01% 385
2024
Q1 		$826K Sell
1,593
-1,084
-40% -$539K 0.01% 412
2023
Q4 		$1.26M Buy
2,677
+284
+12% +$131K 0.02% 331
2023
Q3 		$1.04M Sell
2,393
-5,955
-71% -$2.7M 0.02% 324
2023
Q2 		$1.07M Sell
8,348
-6,638
-44% -$3.06M 0.02% 318
2023
Q1 		$727K Buy
14,986
+13,283
+780% +$6.32M 0.01% 347
2022
Q4 		$873K Buy
+1,703
New +$865K 0.02% 302
2022
Q3 		– Sell
-2,181
Closed -$1.05M – 418
2022
Q2 		$1.05M Buy
2,181
+588
+37% +$291K 0.02% 250
2022
Q1 		$783K Buy
+1,593
New +$728K 0.02% 303
2020
Q1 		– Sell
-1,153
Closed -$348K – 391
2019
Q4 		$348K Sell
1,153
-40
-3% -$11K 0.01% 314
2019
Q3 		$287K Buy
+1,193
New +$327K 0.01% 287
2019
Q2 		– Sell
-1,229
Closed -$353K – 330
2019
Q1 		$353K Buy
+1,229
New +$355K 0.03% 188

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

EP Wealth Advisors's ELV Position: Q1 2026 in Review

EP Wealth Advisors reduced its Elevance Health (ELV) stake by 18% in Q1 2026, selling an estimated $314K and leaving 4,380 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #569.

EP Wealth Advisors first reported a position in ELV in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.87M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • EP Wealth Advisors held 4,380 shares of Elevance Health worth $1.28M as of Q1 2026.
  • EP Wealth Advisors sold 955 Elevance Health shares in Q1 2026, an estimated $314K.
  • Elevance Health made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #569 holding.
  • EP Wealth Advisors first reported a position in Elevance Health in Q1 2019 and has held it in 18 quarters since.
  • EP Wealth Advisors's Elevance Health position peaked at $1.87M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.