HWA
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Heartwood Wealth Advisors’s Elevance Health ELV Stock Holding History

Heartwood 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
Q3 		$250K Hold
643
– – 0.02% 202
2026
Q2 		$249K Buy
+643
New +$238K 0.02% 214
2025
Q4 		– Sell
-287
Closed -$92.7K – 327
2025
Q3 		$92.7K Buy
+287
New +$89.3K 0.01% 260

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Heartwood Wealth Advisors's ELV Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Elevance Health (ELV) position steady in Q3 2026 at 643 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #202.

Heartwood Wealth Advisors first reported a position in ELV in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Heartwood Wealth Advisors held 643 shares of Elevance Health worth $250K as of Q3 2026.
  • Heartwood Wealth Advisors left its Elevance Health share count unchanged in Q3 2026.
  • Elevance Health made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #202 holding.
  • Heartwood Wealth Advisors first reported a position in Elevance Health in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.