EW
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Evoke Wealth’s Elevance Health ELV Stock Holding History

Evoke Wealth’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 		– Sell
-695
Closed -$204K – 194
2026
Q1 		$204K Sell
695
-189
-21% -$62.1K ﹤0.01% 663
2025
Q4 		$310K Buy
884
+22
+3% +$7.43K 0.01% 511
2025
Q3 		$279K Buy
862
+244
+39% +$75.9K 0.01% 515
2025
Q2 		$240K Sell
618
-163
-21% -$65.6K 0.01% 515
2025
Q1 		$340K Buy
781
+166
+27% +$66.6K 0.01% 328
2024
Q4 		$227K Buy
615
+20
+3% +$8.37K 0.01% 392
2024
Q3 		$310K Buy
+595
New +$318K 0.01% 328
2024
Q2 		– Sell
-500
Closed -$259K – 191
2024
Q1 		$259K Buy
+500
New +$249K 0.01% 342
2023
Q3 		– Sell
-462
Closed -$205K – 383
2023
Q2 		$205K Buy
+462
New +$213K 0.01% 339
2022
Q4 		– Sell
-206
Closed -$93K – 607
2022
Q3 		$93K Sell
206
-4
-2% -$1.91K ﹤0.01% 424
2022
Q2 		$101K Hold
210
– – ﹤0.01% 411
2022
Q1 		$103K Sell
210
-10
-5% -$4.57K ﹤0.01% 430
2021
Q4 		$102K Buy
220
+127
+137% +$53.4K ﹤0.01% 446
2021
Q3 		$34K Sell
93
-15
-14% -$5.7K ﹤0.01% 557
2021
Q2 		$41K Sell
108
-13
-11% -$4.97K ﹤0.01% 547
2021
Q1 		$43K Buy
121
+46
+61% +$14.8K ﹤0.01% 472
2020
Q4 		$24K Buy
75
+11
+17% +$3.38K ﹤0.01% 473
2020
Q3 		$17K Sell
64
-16
-20% -$4.3K ﹤0.01% 498
2020
Q2 		$21K Sell
80
-14
-15% -$3.73K ﹤0.01% 452
2020
Q1 		$21.3K Sell
94
-136
-59% -$37.1K ﹤0.01% 430
2019
Q4 		$69.4K Buy
230
+3
+1% +$826 0.01% 358
2019
Q3 		$54.7K Buy
+227
New +$62.2K 0.01% 450

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

Evoke Wealth's ELV Position: Q2 2026 in Review

Evoke Wealth sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 695 shares — an estimated $204K sold.

Evoke Wealth first reported a position in ELV in Q3 2019 and held it in 22 quarters. The position peaked at $340K in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Evoke Wealth reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 695 Elevance Health shares in Q2 2026, an estimated $204K.
  • Evoke Wealth first reported a position in Elevance Health in Q3 2019 and held it in 22 quarters.
  • Evoke Wealth's Elevance Health position peaked at $340K in Q1 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.