EWM
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Evolution Wealth Management’s Elevance Health ELV Stock Holding History

Evolution 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 		$387 Hold
1
– – ﹤0.01% 910
2026
Q1 		$293 Hold
1
– – ﹤0.01% 827
2025
Q4 		$351 Hold
1
– – ﹤0.01% 723
2025
Q3 		$323 Sell
1
-3
-75% -$933 ﹤0.01% 574
2025
Q2 		$1.7K Buy
+4
New +$1.61K ﹤0.01% 527

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

Evolution Wealth Management's ELV Position: Q2 2026 in Review

Evolution Wealth Management held its Elevance Health (ELV) position steady in Q2 2026 at 1 share worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Evolution Wealth Management first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7K in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Evolution Wealth Management held 1 share of Elevance Health worth $387 as of Q2 2026.
  • Evolution Wealth Management left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #910 holding.
  • Evolution Wealth Management first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Elevance Health position peaked at $1.7K in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.