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Global Wealth Strategies & Associates’s Elevance Health ELV Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-7
Closed -$2.05K – 197
2026
Q1 		$2.05K Hold
7
– – ﹤0.01% 416
2025
Q4 		$2.45K Hold
7
– – ﹤0.01% 410
2025
Q3 		$2.26K Hold
7
– – ﹤0.01% 384
2025
Q2 		$2.72K Hold
7
– – ﹤0.01% 295
2025
Q1 		$3.04K Hold
7
– – ﹤0.01% 355
2024
Q4 		$2.58K Hold
7
– – ﹤0.01% 307
2024
Q3 		$3.64K Hold
7
– – ﹤0.01% 258
2024
Q2 		$3.79K Hold
7
– – ﹤0.01% 235
2024
Q1 		$3.63K Hold
7
– – ﹤0.01% 241
2023
Q4 		$3.3K Hold
7
– – ﹤0.01% 227
2023
Q3 		$3.05K Hold
7
– – ﹤0.01% 232
2023
Q2 		$3.11K Hold
7
– – ﹤0.01% 229
2023
Q1 		$3.22K Hold
7
– – ﹤0.01% 237
2022
Q4 		$3.59K Buy
+7
New +$3.55K ﹤0.01% 234

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

Global Wealth Strategies & Associates's ELV Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 7 shares — an estimated $2.05K sold.

Global Wealth Strategies & Associates first reported a position in ELV in Q4 2022 and held it in 14 quarters. The position peaked at $3.79K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 7 Elevance Health shares in Q2 2026, an estimated $2.05K.
  • Global Wealth Strategies & Associates first reported a position in Elevance Health in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Elevance Health position peaked at $3.79K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.