Flagship Wealth Advisors’s Elevance Health ELV Stock Holding History

Flagship 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 Q1	$27.2K	Buy	70 +39	+126%	+$12.8K	0.01%	237
2025 Q4	$10.9K	Sell	31 -25	-45%	-$8.45K	﹤0.01%	320
2025 Q3	$18.1K	Sell	56 -14	-20%	-$4.35K	0.01%	295
2025 Q2	$27.2K	Hold	70	–	–	0.01%	251
2025 Q1	$30.4K	Hold	70	–	–	0.01%	233
2024 Q4	$25.8K	Buy	+70	New	+$29.3K	0.02%	236

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Flagship Wealth Advisors's ELV Position: Q1 2026 in Review

Flagship Wealth Advisors increased its Elevance Health (ELV) stake by 126% in Q1 2026, buying an estimated $12.8K and bringing the position to 70 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #237.

Flagship Wealth Advisors first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.4K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Flagship Wealth Advisors held 70 shares of Elevance Health worth $27.2K as of Q1 2026.
Flagship Wealth Advisors bought 39 Elevance Health shares in Q1 2026, an estimated $12.8K.
Elevance Health made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #237 holding.
Flagship Wealth Advisors first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Elevance Health position peaked at $30.4K in Q1 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.