FWA
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FSM Wealth Advisors’s Elevance Health ELV Stock Holding History

FSM 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 		$322K Buy
832
+130
+19% +$48.2K 0.03% 252
2026
Q1 		$205K Sell
702
-118
-14% -$38.8K 0.03% 310
2025
Q4 		$288K Buy
820
+5
+0.6% +$1.69K 0.04% 248
2025
Q3 		$263K Sell
815
-27
-3% -$8.4K 0.04% 257
2025
Q2 		$292K Buy
842
+145
+21% +$58.3K 0.05% 223
2025
Q1 		$303K Buy
697
+77
+12% +$30.9K 0.07% 155
2024
Q4 		$239K Buy
620
+15
+2% +$6.28K 0.06% 163
2024
Q3 		$315K Buy
605
+37
+7% +$19.8K 0.08% 125
2024
Q2 		$308K Buy
568
+24
+4% +$12.7K 0.1% 113
2024
Q1 		$282K Buy
544
+13
+2% +$6.46K 0.1% 127
2023
Q4 		$250K Buy
531
+4
+0.8% +$1.85K 0.11% 130
2023
Q3 		$229K Sell
527
-7
-1% -$3.17K 0.12% 130
2023
Q2 		$232K Sell
534
-104
-16% -$48K 0.12% 141
2023
Q1 		$293K Buy
638
+8
+1% +$3.81K 0.17% 118
2022
Q4 		$323K Buy
630
+3
+0.5% +$1.52K 0.23% 98
2022
Q3 		$285K Buy
+627
New +$300K 0.24% 105

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

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

FSM Wealth Advisors increased its Elevance Health (ELV) stake by 19% in Q2 2026, buying an estimated $48.2K and bringing the position to 832 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #252.

FSM Wealth Advisors first reported a position in ELV in Q3 2022 and has held it in 16 quarters since. The position peaked at $323K in Q4 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • FSM Wealth Advisors held 832 shares of Elevance Health worth $322K as of Q2 2026.
  • FSM Wealth Advisors bought 130 Elevance Health shares in Q2 2026, an estimated $48.2K.
  • Elevance Health made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #252 holding.
  • FSM Wealth Advisors first reported a position in Elevance Health in Q3 2022 and has held it in 16 quarters since.
  • FSM Wealth Advisors's Elevance Health position peaked at $323K in Q4 2022.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.