IWM
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IMG Wealth Management’s Elevance Health ELV Stock Holding History

IMG 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 		$20.9K Buy
54
+15
+38% +$5.56K 0.01% 246
2026
Q1 		$11.4K Buy
39
+31
+388% +$10.2K 0.01% 278
2025
Q4 		$2.8K Hold
8
– – ﹤0.01% 476
2025
Q3 		$2.58K Hold
8
– – ﹤0.01% 427
2025
Q2 		$3.11K Buy
+8
New +$3.22K ﹤0.01% 406

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

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

IMG Wealth Management increased its Elevance Health (ELV) stake by 38% in Q2 2026, buying an estimated $5.56K and bringing the position to 54 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #246.

IMG Wealth Management first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • IMG Wealth Management held 54 shares of Elevance Health worth $20.9K as of Q2 2026.
  • IMG Wealth Management bought 15 Elevance Health shares in Q2 2026, an estimated $5.56K.
  • Elevance Health made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #246 holding.
  • IMG Wealth Management first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.