HWA
ELV icon

Heritage Wealth Advisors’s Elevance Health ELV Stock Holding History

Heritage 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
Q1 		$715K Sell
2,443
-188
-7% -$61.8K 0.03% 107
2025
Q4 		$922K Sell
2,631
-162
-6% -$54.7K 0.04% 114
2025
Q3 		$902K Hold
2,793
– – 0.04% 90
2025
Q2 		$1.09M Hold
2,793
– – 0.05% 78
2025
Q1 		$1.21M Sell
2,793
-1,459
-34% -$586K 0.06% 70
2024
Q4 		$1.57M Sell
4,252
-221
-5% -$92.5K 0.08% 64
2024
Q3 		$2.33M Buy
4,473
+1
+0% +$534 0.11% 57
2024
Q2 		$2.42M Hold
4,472
– – 0.11% 53
2024
Q1 		$2.32M Hold
4,472
– – 0.11% 56
2023
Q4 		$2.11M Sell
4,472
-527
-11% -$244K 0.1% 57
2023
Q3 		$2.18M Sell
4,999
-148
-3% -$67.1K 0.12% 52
2023
Q2 		$2.29M Buy
5,147
+5
+0.1% +$2.31K 0.12% 53
2023
Q1 		$2.36M Buy
5,142
+69
+1% +$32.8K 0.13% 47
2022
Q4 		$2.6M Buy
5,073
+105
+2% +$53.3K 0.15% 48
2022
Q3 		$2.26M Buy
4,968
+1,096
+28% +$524K 0.16% 46
2022
Q2 		$1.87M Buy
3,872
+351
+10% +$174K 0.13% 54
2022
Q1 		$1.73M Hold
3,521
– – 0.1% 58
2021
Q4 		$1.63M Hold
3,521
– – 0.09% 68
2021
Q3 		$1.31M Buy
3,521
+1,500
+74% +$570K 0.08% 70
2021
Q2 		$772K Sell
2,021
-1,234
-38% -$472K 0.05% 105
2021
Q1 		$1.17M Sell
3,255
-143
-4% -$46K 0.07% 74
2020
Q4 		$1.09M Buy
3,398
+2,635
+345% +$809K 0.07% 85
2020
Q3 		$205K Buy
763
+50
+7% +$13.5K 0.03% 146
2020
Q2 		$187K Hold
713
– – 0.03% 149
2020
Q1 		$162K Buy
713
+100
+16% +$27.3K 0.03% 147
2019
Q4 		$185K Sell
613
-100
-14% -$27.5K 0.02% 174
2019
Q3 		$171K Sell
713
-1
-0.1% -$274 0.03% 168
2019
Q2 		$201K Buy
714
+234
+49% +$63.9K 0.03% 141
2019
Q1 		$138K Hold
480
– – 0.02% 152
2018
Q4 		$126K Hold
480
– – 0.02% 145
2018
Q3 		$131K Buy
+480
New +$125K 0.03% 146

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Heritage Wealth Advisors's ELV Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Elevance Health (ELV) stake by 7.1% in Q1 2026, selling an estimated $61.8K and leaving 2,443 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #107.

Heritage Wealth Advisors first reported a position in ELV in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.6M in Q4 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Heritage Wealth Advisors held 2,443 shares of Elevance Health worth $715K as of Q1 2026.
  • Heritage Wealth Advisors sold 188 Elevance Health shares in Q1 2026, an estimated $61.8K.
  • Elevance Health made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #107 holding.
  • Heritage Wealth Advisors first reported a position in Elevance Health in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Elevance Health position peaked at $2.6M in Q4 2022.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.