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
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

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

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

Heartwood Wealth Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 643 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in ELV as recently as Q3 2025.

Heartwood Wealth Advisors first reported a position in ELV in Q3 2025 and has held it in 2 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Heartwood Wealth Advisors held 643 shares of Elevance Health worth $249K as of Q2 2026.
  • Elevance Health was a new Heartwood Wealth Advisors position in Q2 2026.
  • Elevance Health made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • Heartwood Wealth Advisors first reported a position in Elevance Health in Q3 2025 and has held it in 2 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.