JWM
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JPL Wealth Management’s Elevance Health ELV Stock Holding History

JPL 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
Q1 		$14.3K Buy
+49
New +$16.1K ﹤0.01% 461
2025
Q4 		– Sell
-10
Closed -$3.23K – 413
2025
Q3 		$3.23K Buy
+10
New +$3.11K ﹤0.01% 750

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

JPL Wealth Management's ELV Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Elevance Health (ELV) in Q1 2026: 49 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ELV as recently as Q3 2025.

JPL Wealth Management first reported a position in ELV in Q3 2025 and has held it in 2 quarters since. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • JPL Wealth Management held 49 shares of Elevance Health worth $14.3K as of Q1 2026.
  • Elevance Health was a new JPL Wealth Management position in Q1 2026.
  • Elevance Health made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #461 holding.
  • JPL Wealth Management first reported a position in Elevance Health in Q3 2025 and has held it in 2 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.