IWM
ELV icon

IHT Wealth Management’s Elevance Health ELV Stock Holding History

IHT Wealth Management’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
Q2 		$253K Sell
653
-64
-9% -$23.7K 0.01% 1082
2026
Q1 		$210K Buy
717
+6
+0.8% +$1.97K ﹤0.01% 1173
2025
Q4 		$249K Buy
711
+71
+11% +$24K 0.01% 1029
2025
Q3 		$207K Sell
640
-89
-12% -$27.7K 0.01% 1112
2025
Q2 		$284K Buy
729
+10
+1% +$4.02K 0.01% 912
2025
Q1 		$313K Sell
719
-39
-5% -$15.7K 0.01% 843
2024
Q4 		$279K Sell
758
-748
-50% -$313K 0.01% 877
2024
Q3 		$780K Buy
1,506
+135
+10% +$72.1K 0.02% 576
2024
Q2 		$743K Buy
1,371
+318
+30% +$168K 0.03% 510
2024
Q1 		$546K Buy
1,053
+142
+16% +$70.6K 0.02% 597
2023
Q4 		$430K Sell
911
-40
-4% -$18.5K 0.02% 652
2023
Q3 		$414K Buy
951
+51
+6% +$23.1K 0.02% 611
2023
Q2 		$400K Buy
900
+49
+6% +$22.6K 0.02% 619
2023
Q1 		$391K Buy
851
+76
+10% +$36.2K 0.02% 597
2022
Q4 		$397K Buy
775
+43
+6% +$21.8K 0.03% 557
2022
Q3 		$333K Buy
+732
New +$350K 0.03% 587
2021
Q3 		– Sell
-772
Closed -$295K – 854
2021
Q2 		$295K Buy
772
+39
+5% +$14.9K 0.02% 721
2021
Q1 		$263K Buy
733
+108
+17% +$34.7K 0.02% 680
2020
Q4 		$201K Buy
+625
New +$192K 0.02% 687
2020
Q1 		– Sell
-718
Closed -$217K – 580
2019
Q4 		$217K Buy
+718
New +$198K 0.03% 544
2018
Q2 		– Sell
-94
Closed -$21K – 684
2018
Q1 		$21K Hold
94
– – 0.01% 955
2017
Q4 		$22K Buy
94
+29
+45% +$6.18K 0.01% 958
2017
Q3 		$12K Sell
65
-2
-3% -$381 0.01% 907
2017
Q2 		$73K Buy
67
+44
+191% +$7.91K 0.04% 411
2017
Q1 		$4K Sell
23
-31
-57% -$4.93K ﹤0.01% 978
2016
Q4 		$8K Buy
+54
New +$7.23K 0.01% 832

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IHT Wealth Management's ELV Position: Q2 2026 in Review

IHT Wealth Management reduced its Elevance Health (ELV) stake by 8.9% in Q2 2026, selling an estimated $23.7K and leaving 653 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #1082.

IHT Wealth Management first reported a position in ELV in Q4 2016 and has held it in 26 quarters since. The position peaked at $780K in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • IHT Wealth Management held 653 shares of Elevance Health worth $253K as of Q2 2026.
  • IHT Wealth Management sold 64 Elevance Health shares in Q2 2026, an estimated $23.7K.
  • Elevance Health made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1082 holding.
  • IHT Wealth Management first reported a position in Elevance Health in Q4 2016 and has held it in 26 quarters since.
  • IHT Wealth Management's Elevance Health position peaked at $780K in Q3 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.