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
Q2 		$28.6K Buy
74
+17
+30% +$6.3K 0.01% 340
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 $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 $3.37T AUM 44.26% 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

Fourth Dimension Wealth's ELV Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Elevance Health (ELV) stake by 30% in Q2 2026, buying an estimated $6.3K and bringing the position to 74 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #340.

Fourth Dimension Wealth first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Fourth Dimension Wealth held 74 shares of Elevance Health worth $28.6K as of Q2 2026.
  • Fourth Dimension Wealth bought 17 Elevance Health shares in Q2 2026, an estimated $6.3K.
  • Elevance Health made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #340 holding.
  • Fourth Dimension Wealth first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.