HWMG
ELV icon

Hurlow Wealth Management Group’s Elevance Health ELV Stock Holding History

Hurlow Wealth Management Group’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 		$395K Buy
1,348
+2
+0.1% +$657 0.09% 68
2025
Q4 		$472K Buy
1,346
+62
+5% +$21K 0.12% 59
2025
Q3 		$415K Sell
1,284
-4
-0.3% -$1.24K 0.11% 67
2025
Q2 		$501K Buy
1,288
+1
+0.1% +$402 0.14% 62
2025
Q1 		$560K Hold
1,287
– – 0.18% 54
2024
Q4 		$475K Buy
1,287
+16
+1% +$6.7K 0.15% 64
2024
Q3 		$661K Buy
1,271
+42
+3% +$22.4K 0.21% 48
2024
Q2 		$666K Buy
1,229
+23
+2% +$12.2K 0.23% 44
2024
Q1 		$625K Hold
1,206
– – 0.22% 50
2023
Q4 		$569K Sell
1,206
-55
-4% -$25.4K 0.22% 54
2023
Q3 		$549K Sell
1,261
-218
-15% -$98.9K 0.24% 50
2023
Q2 		$657K Hold
1,479
– – 0.28% 44
2023
Q1 		$680K Buy
1,479
+219
+17% +$104K 0.31% 41
2022
Q4 		$646K Sell
1,260
-98
-7% -$49.8K 0.34% 43
2022
Q3 		$617K Hold
1,358
– – 0.36% 41
2022
Q2 		$655K Buy
1,358
+582
+75% +$288K 0.38% 38
2022
Q1 		$381K Hold
776
– – 0.23% 62
2021
Q4 		$230K Hold
776
– – 0.18% 82
2021
Q3 		$289K Hold
776
– – 0.17% 78
2021
Q2 		$296K Hold
776
– – 0.19% 73
2021
Q1 		$279K Hold
776
– – 0.2% 80
2020
Q4 		$249K Hold
776
– – 0.2% 81
2020
Q3 		$208K Buy
+776
New +$209K 0.19% 84
2020
Q1 		– Sell
-776
Closed -$234K – 93
2019
Q4 		$234K Buy
+776
New +$214K 0.23% 86
2019
Q3 		– Sell
-776
Closed -$236K – 96
2019
Q2 		$236K Sell
776
-198
-20% -$54.1K 0.25% 83
2019
Q1 		$256K Hold
974
– – 0.27% 79
2018
Q4 		$263K Buy
+974
New +$268K 0.32% 74

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

Hurlow Wealth Management Group's ELV Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Elevance Health (ELV) stake by 0.15% in Q1 2026, buying an estimated $657 and bringing the position to 1,348 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #68.

Hurlow Wealth Management Group first reported a position in ELV in Q4 2018 and has held it in 27 quarters since. The position peaked at $680K in Q1 2023. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Hurlow Wealth Management Group held 1,348 shares of Elevance Health worth $395K as of Q1 2026.
  • Hurlow Wealth Management Group bought 2 Elevance Health shares in Q1 2026, an estimated $657.
  • Elevance Health made up 0.09% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #68 holding.
  • Hurlow Wealth Management Group first reported a position in Elevance Health in Q4 2018 and has held it in 27 quarters since.
  • Hurlow Wealth Management Group's Elevance Health position peaked at $680K in Q1 2023.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.