Journey Strategic Wealth’s Elevance Health ELV Stock Holding History

Journey Strategic Wealth’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	$766K	Buy	2,617 +4	+0.2%	+$1.31K	0.02%	242
2025 Q4	$916K	Sell	2,613 -126	-5%	-$42.6K	0.02%	196
2025 Q3	$885K	Buy	2,739 +450	+20%	+$140K	0.03%	187
2025 Q2	$890K	Buy	2,289 +351	+18%	+$141K	0.03%	187
2025 Q1	$843K	Buy	1,938 +885	+84%	+$355K	0.03%	149
2024 Q4	$389K	Buy	1,053 +395	+60%	+$165K	0.01%	276
2024 Q3	$342K	Buy	658 +79	+14%	+$42.2K	0.01%	299
2024 Q2	$314K	Buy	+579	New	+$306K	0.01%	242
2023 Q1	–	Sell	-476	Closed	-$244K	–	263
2022 Q4	$244K	Buy	+476	New	+$242K	0.03%	172

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Journey Strategic Wealth's ELV Position: Q1 2026 in Review

Journey Strategic Wealth increased its Elevance Health (ELV) stake by 0.15% in Q1 2026, buying an estimated $1.31K and bringing the position to 2,617 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #242.

Journey Strategic Wealth first reported a position in ELV in Q4 2022 and has held it in 9 quarters since. The position peaked at $916K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Journey Strategic Wealth held 2,617 shares of Elevance Health worth $766K as of Q1 2026.
Journey Strategic Wealth bought 4 Elevance Health shares in Q1 2026, an estimated $1.31K.
Elevance Health made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #242 holding.
Journey Strategic Wealth first reported a position in Elevance Health in Q4 2022 and has held it in 9 quarters since.
Journey Strategic Wealth's Elevance Health position peaked at $916K in Q4 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.