HWM
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HB Wealth Management’s Elevance Health ELV Stock Holding History

HB Wealth Management’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 		$9.23M Buy
23,866
+3,138
+15% +$1.16M 0.05% 180
2026
Q1 		$6.07M Sell
20,728
-4,569
-18% -$1.5M 0.04% 226
2025
Q4 		$8.87M Sell
25,297
-1,278
-5% -$432K 0.06% 170
2025
Q3 		$8.59M Buy
26,575
+4,828
+22% +$1.5M 0.06% 176
2025
Q2 		$8.46M Buy
21,747
+1,629
+8% +$655K 0.07% 157
2025
Q1 		$8.75M Buy
20,118
+5,167
+35% +$2.07M 0.07% 149
2024
Q4 		$5.52M Sell
14,951
-719
-5% -$301K 0.06% 153
2024
Q3 		$8.15M Buy
15,670
+1,265
+9% +$676K 0.09% 111
2024
Q2 		$7.81M Buy
14,405
+1,830
+15% +$967K 0.09% 107
2024
Q1 		$6.52M Buy
12,575
+864
+7% +$430K 0.08% 126
2023
Q4 		$5.52M Buy
11,711
+1,211
+12% +$560K 0.08% 128
2023
Q3 		$4.57M Sell
10,500
-444
-4% -$201K 0.07% 134
2023
Q2 		$4.86M Buy
10,944
+792
+8% +$365K 0.08% 128
2023
Q1 		$4.67M Buy
10,152
+65
+0.6% +$30.9K 0.08% 121
2022
Q4 		$5.17M Buy
10,087
+1,126
+13% +$572K 0.09% 106
2022
Q3 		$4.07M Buy
8,961
+933
+12% +$446K 0.09% 111
2022
Q2 		$3.87M Buy
8,028
+577
+8% +$285K 0.08% 121
2022
Q1 		$3.66M Buy
7,451
+772
+12% +$353K 0.07% 128
2021
Q4 		$3.1M Buy
+6,679
New +$2.81M 0.06% 124

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

HB Wealth Management's ELV Position: Q2 2026 in Review

HB Wealth Management increased its Elevance Health (ELV) stake by 15% in Q2 2026, buying an estimated $1.16M and bringing the position to 23,866 shares worth $9.23M. The position accounts for 0.05% of the portfolio, ranked #180.

HB Wealth Management first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • HB Wealth Management held 23,866 shares of Elevance Health worth $9.23M as of Q2 2026.
  • HB Wealth Management bought 3,138 Elevance Health shares in Q2 2026, an estimated $1.16M.
  • Elevance Health made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #180 holding.
  • HB Wealth Management first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.