EPW
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Evolve Private Wealth’s Elevance Health ELV Stock Holding History

Evolve Private 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 		$554K Buy
1,432
+82
+6% +$30.4K 0.03% 472
2026
Q1 		$395K Sell
1,350
-298
-18% -$97.9K 0.02% 678
2025
Q4 		$578K Buy
+1,648
New +$557K 0.03% 477

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

Evolve Private Wealth's ELV Position: Q2 2026 in Review

Evolve Private Wealth increased its Elevance Health (ELV) stake by 6.1% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,432 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #472.

Evolve Private Wealth first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. The position peaked at $578K in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Evolve Private Wealth held 1,432 shares of Elevance Health worth $554K as of Q2 2026.
  • Evolve Private Wealth bought 82 Elevance Health shares in Q2 2026, an estimated $30.4K.
  • Elevance Health made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #472 holding.
  • Evolve Private Wealth first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Elevance Health position peaked at $578K in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.