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ICW Investment Advisors’s Elevance Health ELV Stock Holding History

ICW Investment 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 		– Sell
-1,014
Closed -$355K – 149
2025
Q4 		$355K Sell
1,014
-1
-0.1% -$338 0.13% 129
2025
Q3 		$328K Hold
1,015
– – 0.12% 131
2025
Q2 		$395K Sell
1,015
-1
-0.1% -$402 0.16% 125
2025
Q1 		$442K Buy
1,016
+1
+0.1% +$401 0.18% 119
2024
Q4 		$375K Buy
+1,015
New +$425K 0.16% 126

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

ICW Investment Advisors's ELV Position: Q1 2026 in Review

ICW Investment Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 1,014 shares — an estimated $355K sold.

ICW Investment Advisors first reported a position in ELV in Q4 2024 and held it in 5 quarters. The position peaked at $442K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • ICW Investment Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • ICW Investment Advisors sold 1,014 Elevance Health shares in Q1 2026, an estimated $355K.
  • ICW Investment Advisors first reported a position in Elevance Health in Q4 2024 and held it in 5 quarters.
  • ICW Investment Advisors's Elevance Health position peaked at $442K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.