KWA
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Kingswood Wealth Advisors’s Elevance Health ELV Stock Holding History

Kingswood Wealth Advisors’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 		$2.53M Sell
6,550
-522
-7% -$194K 0.1% 217
2026
Q1 		$2.07M Buy
7,072
+9
+0.1% +$2.96K 0.1% 231
2025
Q4 		$2.48M Buy
7,063
+382
+6% +$129K 0.12% 168
2025
Q3 		$2.16M Sell
6,681
-564
-8% -$175K 0.13% 171
2025
Q2 		$2.82M Sell
7,245
-175
-2% -$70.4K 0.22% 105
2025
Q1 		$3.23M Sell
7,420
-1,285
-15% -$516K 0.29% 82
2024
Q4 		$3.21M Sell
8,705
-2,028
-19% -$849K 0.24% 89
2024
Q3 		$5.58M Sell
10,733
-93
-0.9% -$49.7K 0.4% 53
2024
Q2 		$5.87M Buy
10,826
+1,903
+21% +$1.01M 0.53% 29
2024
Q1 		$4.63M Sell
8,923
-2,321
-21% -$1.15M 0.53% 29
2023
Q4 		$5.3M Buy
11,244
+2,678
+31% +$1.24M 0.6% 29
2023
Q3 		$4.84M Sell
8,566
-374
-4% -$170K 0.83% 21
2023
Q2 		$3.97M Buy
+8,940
New +$4.12M 1.27% 13

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

Kingswood Wealth Advisors's ELV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Elevance Health (ELV) stake by 7.4% in Q2 2026, selling an estimated $194K and leaving 6,550 shares worth $2.53M. The position accounts for 0.1% of the portfolio, ranked #217.

Kingswood Wealth Advisors first reported a position in ELV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.87M in Q2 2024. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Kingswood Wealth Advisors held 6,550 shares of Elevance Health worth $2.53M as of Q2 2026.
  • Kingswood Wealth Advisors sold 522 Elevance Health shares in Q2 2026, an estimated $194K.
  • Elevance Health made up 0.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Kingswood Wealth Advisors first reported a position in Elevance Health in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Elevance Health position peaked at $5.87M in Q2 2024.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.