Evergreen Wealth Management
ELV icon

Evergreen Wealth Management’s Elevance Health ELV Stock Holding History

Evergreen 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
Q3 		$6.74M Sell
17,332
-141
-0.8% -$56.3K 2.63% 14
2026
Q2 		$6.76M Sell
17,473
-1,256
-7% -$466K 3.17% 11
2026
Q1 		$5.48M Buy
18,729
+1,065
+6% +$350K 2.83% 14
2025
Q4 		$6.19M Buy
17,664
+381
+2% +$129K 3.12% 13
2025
Q3 		$5.58M Buy
17,283
+4,336
+33% +$1.35M 2.93% 14
2025
Q2 		$5.04M Buy
12,947
+1,533
+13% +$617K 2.82% 14
2025
Q1 		$4.96M Buy
11,414
+1,673
+17% +$672K 2.97% 11
2024
Q4 		$3.59M Buy
9,741
+4,388
+82% +$1.84M 2.12% 17
2024
Q3 		$2.78M Buy
5,353
+1,418
+36% +$758K 1.68% 23
2024
Q2 		$2.13M Hold
3,935
– – 1.41% 29
2024
Q1 		$2.04M Hold
3,935
– – 1.38% 28
2023
Q4 		$1.86M Buy
3,935
+102
+3% +$47.2K 1.36% 28
2023
Q3 		$1.67M Buy
3,833
+435
+13% +$197K 1.32% 25
2023
Q2 		$1.51M Buy
+3,398
New +$1.57M 1.18% 30

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Evergreen Wealth Management's ELV Position: Q3 2026 in Review

Evergreen Wealth Management reduced its Elevance Health (ELV) stake by 0.81% in Q3 2026, selling an estimated $56.3K and leaving 17,332 shares worth $6.74M. The position accounts for 2.63% of the portfolio, ranked #14.

Evergreen Wealth Management first reported a position in ELV in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.76M in Q2 2026. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Evergreen Wealth Management held 17,332 shares of Elevance Health worth $6.74M as of Q3 2026.
  • Evergreen Wealth Management sold 141 Elevance Health shares in Q3 2026, an estimated $56.3K.
  • Elevance Health made up 2.63% of Evergreen Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Evergreen Wealth Management first reported a position in Elevance Health in Q2 2023 and has held it in 14 quarters since.
  • Evergreen Wealth Management's Elevance Health position peaked at $6.76M in Q2 2026.
  • 1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.