EWA
ELV icon

EverSource Wealth Advisors’s Elevance Health ELV Stock Holding History

EverSource 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
Q2 		$582K Sell
1,503
-509
-25% -$189K 0.02% 512
2026
Q1 		$589K Buy
2,012
+11
+0.5% +$3.62K 0.02% 535
2025
Q4 		$702K Sell
2,001
-63
-3% -$21.3K 0.03% 429
2025
Q3 		$667K Sell
2,064
-397
-16% -$123K 0.03% 412
2025
Q2 		$957K Buy
2,461
+764
+45% +$307K 0.04% 291
2025
Q1 		$738K Buy
1,697
+244
+17% +$98K 0.04% 307
2024
Q4 		$536K Sell
1,453
-308
-17% -$129K 0.03% 356
2024
Q3 		$916K Buy
1,761
+330
+23% +$176K 0.06% 231
2024
Q2 		$762K Buy
1,431
+438
+44% +$232K 0.05% 250
2024
Q1 		$525K Sell
993
-131
-12% -$65.2K 0.04% 259
2023
Q4 		$530K Buy
1,124
+68
+6% +$31.4K 0.05% 240
2023
Q3 		$460K Sell
1,056
-20
-2% -$9.07K 0.05% 240
2023
Q2 		$478K Buy
1,076
+108
+11% +$49.8K 0.05% 232
2023
Q1 		$445K Sell
968
-69
-7% -$32.8K 0.06% 233
2022
Q4 		$532K Sell
1,037
-117
-10% -$59.4K 0.08% 189
2022
Q3 		$523K Buy
1,154
+256
+29% +$122K 0.12% 167
2022
Q2 		$435K Buy
898
+194
+28% +$96K 0.11% 166
2022
Q1 		$346K Buy
704
+153
+28% +$69.9K 0.09% 192
2021
Q4 		$255K Buy
+551
New +$232K 0.07% 191

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

EverSource Wealth Advisors's ELV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Elevance Health (ELV) stake by 25% in Q2 2026, selling an estimated $189K and leaving 1,503 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #512.

EverSource Wealth Advisors first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $957K in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • EverSource Wealth Advisors held 1,503 shares of Elevance Health worth $582K as of Q2 2026.
  • EverSource Wealth Advisors sold 509 Elevance Health shares in Q2 2026, an estimated $189K.
  • Elevance Health made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #512 holding.
  • EverSource Wealth Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Elevance Health position peaked at $957K in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.