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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
Q2 		$12K Sell
31
-39
-56% -$14.5K ﹤0.01% 392
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
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 $3.38T AUM 44.17% 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

Flagship Wealth Advisors's ELV Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its Elevance Health (ELV) stake by 56% in Q2 2026, selling an estimated $14.5K and leaving 31 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Flagship Wealth Advisors first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.4K in Q1 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Flagship Wealth Advisors held 31 shares of Elevance Health worth $12K as of Q2 2026.
  • Flagship Wealth Advisors sold 39 Elevance Health shares in Q2 2026, an estimated $14.5K.
  • Elevance Health made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #392 holding.
  • Flagship Wealth Advisors first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Elevance Health position peaked at $30.4K in Q1 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.