FDW
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Fourth Dimension Wealth’s Elevance Health ELV Stock Holding History

Fourth Dimension 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
Q1 		$16.7K Hold
57
– – 0.01% 351
2025
Q4 		$20K Hold
57
– – 0.01% 328
2025
Q3 		$18.4K Hold
57
– – 0.01% 342
2025
Q2 		$22.2K Hold
57
– – 0.01% 310
2025
Q1 		$24.8K Hold
57
– – 0.01% 293
2024
Q4 		$21K Buy
+57
New +$23.9K 0.01% 312

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

Fourth Dimension Wealth's ELV Position: Q1 2026 in Review

Fourth Dimension Wealth held its Elevance Health (ELV) position steady in Q1 2026 at 57 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #351.

Fourth Dimension Wealth first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.8K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Fourth Dimension Wealth held 57 shares of Elevance Health worth $16.7K as of Q1 2026.
  • Fourth Dimension Wealth left its Elevance Health share count unchanged in Q1 2026.
  • Elevance Health made up 0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #351 holding.
  • Fourth Dimension Wealth first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Elevance Health position peaked at $24.8K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.