IWC
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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
Q2 		$1.39M Buy
3,586
+369
+11% +$137K 0.01% 1019
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 $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

Integrated Wealth Concepts's ELV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Elevance Health (ELV) stake by 11% in Q2 2026, buying an estimated $137K and bringing the position to 3,586 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #1019.

Integrated Wealth Concepts first reported a position in ELV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.97M in Q2 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Integrated Wealth Concepts held 3,586 shares of Elevance Health worth $1.39M as of Q2 2026.
  • Integrated Wealth Concepts bought 369 Elevance Health shares in Q2 2026, an estimated $137K.
  • Elevance Health made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1019 holding.
  • Integrated Wealth Concepts first reported a position in Elevance Health in Q3 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Elevance Health position peaked at $1.97M in Q2 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.