IWC
ELV icon

Integrated Wealth Concepts’s Elevance Health ELV Stock Holding History

Integrated Wealth Concepts’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 		$942K Buy
3,217
+912
+40% +$300K 0.01% 1151
2025
Q4 		$808K Sell
2,305
-1,707
-43% -$577K 0.01% 869
2025
Q3 		$1.3M Buy
4,012
+193
+5% +$60K 0.01% 855
2025
Q2 		$1.49M Buy
3,819
+169
+5% +$68K 0.01% 735
2025
Q1 		$1.59M Sell
3,650
-395
-10% -$159K 0.02% 641
2024
Q4 		$1.49M Buy
4,045
+289
+8% +$121K 0.02% 655
2024
Q3 		$1.95M Buy
3,756
+114
+3% +$60.9K 0.02% 557
2024
Q2 		$1.97M Buy
3,642
+302
+9% +$160K 0.03% 511
2024
Q1 		$1.73M Buy
3,340
+116
+4% +$57.7K 0.03% 570
2023
Q4 		$1.52M Buy
3,224
+25
+0.8% +$11.6K 0.02% 573
2023
Q3 		$1.39M Sell
3,199
-167
-5% -$75.7K 0.02% 568
2023
Q2 		$1.5M Buy
3,366
+102
+3% +$47.1K 0.03% 546
2023
Q1 		$1.5M Buy
3,264
+1,609
+97% +$766K 0.03% 486
2022
Q4 		$849K Buy
1,655
+132
+9% +$67K 0.02% 508
2022
Q3 		$692K Buy
1,523
+69
+5% +$33K 0.02% 505
2022
Q2 		$702K Sell
1,454
-621
-30% -$307K 0.02% 507
2022
Q1 		$1.02M Buy
2,075
+565
+37% +$258K 0.03% 389
2021
Q4 		$700K Buy
1,510
+540
+56% +$227K 0.02% 526
2021
Q3 		$362K Buy
+970
New +$369K 0.01% 667

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

Integrated Wealth Concepts's ELV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Elevance Health (ELV) stake by 40% in Q1 2026, buying an estimated $300K and bringing the position to 3,217 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #1151.

Integrated Wealth Concepts first reported a position in ELV in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.97M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Integrated Wealth Concepts held 3,217 shares of Elevance Health worth $942K as of Q1 2026.
  • Integrated Wealth Concepts bought 912 Elevance Health shares in Q1 2026, an estimated $300K.
  • Elevance Health made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1151 holding.
  • Integrated Wealth Concepts first reported a position in Elevance Health in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Elevance Health position peaked at $1.97M in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.