Fifth Third Wealth Advisors
ELV icon

Fifth Third Wealth Advisors’s Elevance Health ELV Stock Holding History

Fifth Third 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
Q3 		$1.54M Buy
3,953
+135
+4% +$53.9K 0.04% 249
2026
Q2 		$1.48M Sell
3,818
-48
-1% -$17.8K 0.04% 244
2026
Q1 		$1.13M Buy
3,866
+320
+9% +$105K 0.04% 252
2025
Q4 		$1.24M Buy
3,546
+38
+1% +$12.8K 0.04% 227
2025
Q3 		$1.13M Sell
3,508
-417
-11% -$130K 0.04% 221
2025
Q2 		$1.53M Buy
3,925
+27
+0.7% +$10.9K 0.06% 191
2025
Q1 		$1.7M Buy
3,898
+1,545
+66% +$620K 0.09% 159
2024
Q4 		$868K Buy
2,353
+147
+7% +$61.5K 0.05% 224
2024
Q3 		$1.15M Buy
2,206
+39
+2% +$20.8K 0.07% 177
2024
Q2 		$1.17M Buy
+2,167
New +$1.15M 0.09% 147
2023
Q3 		– Sell
-526
Closed -$234K – 157
2023
Q2 		$234K Buy
+526
New +$243K 0.15% 129

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Fifth Third Wealth Advisors's ELV Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Elevance Health (ELV) stake by 3.5% in Q3 2026, buying an estimated $53.9K and bringing the position to 3,953 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #249.

Fifth Third Wealth Advisors first reported a position in ELV in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q1 2025. 753 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Fifth Third Wealth Advisors held 3,953 shares of Elevance Health worth $1.54M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 135 Elevance Health shares in Q3 2026, an estimated $53.9K.
  • Elevance Health made up 0.04% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #249 holding.
  • Fifth Third Wealth Advisors first reported a position in Elevance Health in Q2 2023 and has held it in 11 quarters since.
  • Fifth Third Wealth Advisors's Elevance Health position peaked at $1.7M in Q1 2025.
  • 753 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.