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High Note Wealth’s Elevance Health ELV Stock Holding History

High Note Wealth’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 		$2.05K Sell
7
-12
-63% -$3.94K ﹤0.01% 779
2025
Q4 		$6.66K Sell
19
-10
-34% -$3.38K ﹤0.01% 415
2025
Q3 		$9.37K Sell
29
-6
-17% -$1.87K ﹤0.01% 323
2025
Q2 		$13.6K Buy
35
+2
+6% +$804 ﹤0.01% 274
2025
Q1 		$14.4K Buy
33
+14
+74% +$5.62K ﹤0.01% 258
2024
Q4 		$7.01K Buy
+19
New +$7.95K ﹤0.01% 347

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

High Note Wealth's ELV Position: Q1 2026 in Review

High Note Wealth reduced its Elevance Health (ELV) stake by 63% in Q1 2026, selling an estimated $3.94K and leaving 7 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

High Note Wealth first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.4K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • High Note Wealth held 7 shares of Elevance Health worth $2.05K as of Q1 2026.
  • High Note Wealth sold 12 Elevance Health shares in Q1 2026, an estimated $3.94K.
  • Elevance Health made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #779 holding.
  • High Note Wealth first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Elevance Health position peaked at $14.4K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.