KWMG
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King Wealth Management Group’s Elevance Health ELV Stock Holding History

King Wealth Management Group’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 		$306K Sell
1,046
-41
-4% -$13.5K 0.04% 130
2025
Q4 		$381K Sell
1,087
-6
-0.5% -$2.03K 0.05% 119
2025
Q3 		$353K Sell
1,093
-1,176
-52% -$366K 0.04% 120
2025
Q2 		$883K Sell
2,269
-1,491
-40% -$600K 0.12% 64
2025
Q1 		$1.64M Buy
3,760
+717
+24% +$288K 0.25% 47
2024
Q4 		$1.12M Buy
3,043
+250
+9% +$105K 0.16% 57
2024
Q3 		$1.45M Hold
2,793
– – 0.23% 50
2024
Q2 		$1.51M Hold
2,793
– – 0.25% 46
2024
Q1 		$1.45M Hold
2,793
– – 0.25% 46
2023
Q4 		$1.32M Sell
2,793
-500
-15% -$231K 0.25% 47
2023
Q3 		$1.43M Buy
3,293
+450
+16% +$204K 0.3% 44
2023
Q2 		$1.26M Buy
2,843
+900
+46% +$415K 0.26% 50
2023
Q1 		$893K Hold
1,943
– – 0.2% 58
2022
Q4 		$997K Hold
1,943
– – 0.24% 56
2022
Q3 		$883K Hold
1,943
– – 0.22% 59
2022
Q2 		$938K Hold
1,943
– – 0.22% 58
2022
Q1 		$954K Hold
1,943
– – 0.19% 62
2021
Q4 		$901K Sell
1,943
-45
-2% -$18.9K 0.17% 67
2021
Q3 		$741K Hold
1,988
– – 0.15% 78
2021
Q2 		$759K Hold
1,988
– – 0.16% 75
2021
Q1 		$714K Hold
1,988
– – 0.16% 77
2020
Q4 		$638K Hold
1,988
– – 0.15% 79
2020
Q3 		$534K Buy
1,988
+625
+46% +$168K 0.14% 81
2020
Q2 		$358K Sell
1,363
-1,475
-52% -$394K 0.11% 100
2020
Q1 		$644K Buy
2,838
+1,475
+108% +$402K 0.28% 54
2019
Q4 		$412K Sell
1,363
-250
-15% -$68.8K 0.11% 84
2019
Q3 		$387K Buy
1,613
+485
+43% +$133K 0.11% 83
2019
Q2 		$318K Buy
1,128
+190
+20% +$51.9K 0.1% 94
2019
Q1 		$269K Buy
+938
New +$271K 0.08% 110

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

King Wealth Management Group's ELV Position: Q1 2026 in Review

King Wealth Management Group reduced its Elevance Health (ELV) stake by 3.8% in Q1 2026, selling an estimated $13.5K and leaving 1,046 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #130.

King Wealth Management Group first reported a position in ELV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.64M in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • King Wealth Management Group held 1,046 shares of Elevance Health worth $306K as of Q1 2026.
  • King Wealth Management Group sold 41 Elevance Health shares in Q1 2026, an estimated $13.5K.
  • Elevance Health made up 0.04% of King Wealth Management Group's portfolio in Q1 2026, its #130 holding.
  • King Wealth Management Group first reported a position in Elevance Health in Q1 2019 and has held it in 29 quarters since.
  • King Wealth Management Group's Elevance Health position peaked at $1.64M in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.