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Independence Wealth Advisors (Ohio)’s Elevance Health ELV Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$574K Sell
1,485
-10
-0.7% -$3.71K 0.29% 46
2026
Q1 		$438K Buy
1,495
+147
+11% +$48.3K 0.23% 51
2025
Q4 		$473K Buy
+1,348
New +$456K 0.27% 49

Other funds holding ELV

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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

Independence Wealth Advisors (Ohio)'s ELV Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its Elevance Health (ELV) stake by 0.67% in Q2 2026, selling an estimated $3.71K and leaving 1,485 shares worth $574K. The position accounts for 0.29% of the portfolio, ranked #46.

Independence Wealth Advisors (Ohio) first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 1,485 shares of Elevance Health worth $574K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) sold 10 Elevance Health shares in Q2 2026, an estimated $3.71K.
  • Elevance Health made up 0.29% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #46 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.