IAG Wealth Partners’s Elevance Health ELV Stock Holding History

IAG Wealth Partners’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	$40.4K	Hold	104	–	–	﹤0.01%	252
2026 Q2	$40.2K	Hold	104	–	–	﹤0.01%	238
2026 Q1	$30.4K	Hold	104	–	–	﹤0.01%	254
2025 Q4	$36.5K	Hold	104	–	–	﹤0.01%	239
2025 Q3	$33.6K	Hold	104	–	–	﹤0.01%	254
2025 Q2	$40.5K	Hold	104	–	–	0.01%	214
2025 Q1	$45.2K	Hold	104	–	–	0.01%	204
2024 Q4	$38.4K	Hold	104	–	–	0.01%	211
2024 Q3	$54.1K	Hold	104	–	–	0.01%	179
2024 Q2	$56.4K	Hold	104	–	–	0.01%	169
2024 Q1	$53.9K	Sell	104 -26	-20%	-$12.9K	0.01%	161
2023 Q4	$61.3K	Buy	130 +26	+25%	+$12K	0.01%	141
2023 Q3	$45.3K	Sell	104 -50	-32%	-$22.7K	0.01%	157
2023 Q2	$68.4K	Hold	154	–	–	0.02%	138
2023 Q1	$70.8K	Buy	154 +50	+48%	+$23.8K	0.02%	118
2022 Q4	$53.3K	Hold	104	–	–	0.02%	138
2022 Q3	$47K	Hold	104	–	–	0.02%	129
2022 Q2	$50K	Hold	104	–	–	0.02%	126
2022 Q1	$51K	Hold	104	–	–	0.02%	136
2021 Q4	$48K	Hold	104	–	–	0.02%	138
2021 Q3	$39K	Hold	104	–	–	0.01%	141
2021 Q2	$40K	Hold	104	–	–	0.01%	138
2021 Q1	$38K	Hold	104	–	–	0.01%	132
2020 Q4	$34K	Hold	104	–	–	0.01%	130
2020 Q3	$28K	Hold	104	–	–	0.01%	135
2020 Q2	$28K	Hold	104	–	–	0.01%	135
2020 Q1	$24K	Sell	104 -54	-34%	-$14.7K	0.02%	133
2019 Q4	$48K	Buy	+158	New	+$43.5K	0.03%	107

Other funds holding ELV

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

IAG Wealth Partners's ELV Position: Q3 2026 in Review

IAG Wealth Partners held its Elevance Health (ELV) position steady in Q3 2026 at 104 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

IAG Wealth Partners first reported a position in ELV in Q4 2019 and has held it in 28 quarters since. The position peaked at $70.8K in Q1 2023. 1,199 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

IAG Wealth Partners held 104 shares of Elevance Health worth $40.4K as of Q3 2026.
IAG Wealth Partners left its Elevance Health share count unchanged in Q3 2026.
Elevance Health made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #252 holding.
IAG Wealth Partners first reported a position in Elevance Health in Q4 2019 and has held it in 28 quarters since.
IAG Wealth Partners's Elevance Health position peaked at $70.8K in Q1 2023.
1,199 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.