KWM
ELV icon

Kingsview Wealth Management’s Elevance Health ELV Stock Holding History

Kingsview 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
Q2 		$5.97M Sell
15,424
-9,199
-37% -$3.41M 0.07% 247
2026
Q1 		$7.21M Sell
24,623
-1,937
-7% -$637K 0.1% 213
2025
Q4 		$9.31M Sell
26,560
-14,415
-35% -$4.87M 0.13% 139
2025
Q3 		$13.2M Buy
40,975
+16,552
+68% +$5.15M 0.2% 95
2025
Q2 		$9.5M Sell
24,423
-109
-0.4% -$43.8K 0.16% 120
2025
Q1 		$10.7M Buy
24,532
+1,031
+4% +$414K 0.2% 106
2024
Q4 		$8.67M Buy
23,501
+6,250
+36% +$2.62M 0.17% 131
2024
Q3 		$8.97M Buy
17,251
+650
+4% +$347K 0.19% 106
2024
Q2 		$9M Buy
16,601
+354
+2% +$187K 0.21% 93
2024
Q1 		$8.42M Buy
16,247
+771
+5% +$383K 0.21% 109
2023
Q4 		$7.3M Buy
15,476
+2,929
+23% +$1.35M 0.22% 119
2023
Q3 		$5.46M Buy
12,547
+8,880
+242% +$4.03M 0.2% 120
2023
Q2 		$1.63M Buy
3,667
+2,574
+235% +$1.19M 0.06% 286
2023
Q1 		$503K Sell
1,093
-457
-29% -$217K 0.02% 576
2022
Q4 		$795K Buy
1,550
+33
+2% +$16.8K 0.03% 393
2022
Q3 		$689K Sell
1,517
-1,501
-50% -$718K 0.03% 422
2022
Q2 		$1.46M Buy
3,018
+1,606
+114% +$795K 0.07% 277
2022
Q1 		$694K Buy
1,412
+317
+29% +$145K 0.03% 500
2021
Q4 		$508K Buy
1,095
+50
+5% +$21K 0.02% 570
2021
Q3 		$390K Sell
1,045
-912
-47% -$347K 0.02% 615
2021
Q2 		$751K Buy
1,957
+5
+0.3% +$1.91K 0.04% 449
2021
Q1 		$691K Buy
1,952
+883
+83% +$284K 0.04% 438
2020
Q4 		$343K Sell
1,069
-45
-4% -$13.8K 0.02% 525
2020
Q3 		$299K Buy
1,114
+1
+0.1% +$269 0.03% 476
2020
Q2 		$293K Sell
1,113
-1
-0.1% -$267 0.03% 445
2020
Q1 		$253K Buy
+1,114
New +$304K 0.03% 390

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

Kingsview Wealth Management's ELV Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Elevance Health (ELV) stake by 37% in Q2 2026, selling an estimated $3.41M and leaving 15,424 shares worth $5.97M. The position accounts for 0.07% of the portfolio, ranked #247.

Kingsview Wealth Management first reported a position in ELV in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.2M in Q3 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Kingsview Wealth Management held 15,424 shares of Elevance Health worth $5.97M as of Q2 2026.
  • Kingsview Wealth Management sold 9,199 Elevance Health shares in Q2 2026, an estimated $3.41M.
  • Elevance Health made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Kingsview Wealth Management first reported a position in Elevance Health in Q1 2020 and has held it in 26 quarters since.
  • Kingsview Wealth Management's Elevance Health position peaked at $13.2M in Q3 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.