FWI
ELV icon

Facet Wealth Inc’s Elevance Health ELV Stock Holding History

Facet Wealth Inc’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
Q1 		$245K Sell
836
-36
-4% -$11.8K ﹤0.01% 297
2025
Q4 		$298K Buy
+872
New +$295K 0.01% 220

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Facet Wealth Inc's ELV Position: Q1 2026 in Review

Facet Wealth Inc reduced its Elevance Health (ELV) stake by 4.1% in Q1 2026, selling an estimated $11.8K and leaving 836 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Facet Wealth Inc first reported a position in ELV in Q4 2025 and has held it in 2 quarters since. The position peaked at $298K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Facet Wealth Inc held 836 shares of Elevance Health worth $245K as of Q1 2026.
  • Facet Wealth Inc sold 36 Elevance Health shares in Q1 2026, an estimated $11.8K.
  • Elevance Health made up ﹤0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #297 holding.
  • Facet Wealth Inc first reported a position in Elevance Health in Q4 2025 and has held it in 2 quarters since.
  • Facet Wealth Inc's Elevance Health position peaked at $298K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.