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Laurel Wealth Advisors (North Carolina)’s Elevance Health ELV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-54
Closed -$18.9K – 323
2025
Q4 		$18.9K Buy
+54
New +$18.2K ﹤0.01% 427
2025
Q2 		– Sell
-54
Closed -$23.5K – 324
2025
Q1 		$23.5K Hold
54
– – ﹤0.01% 395
2024
Q4 		$19.9K Sell
54
-4
-7% -$1.67K ﹤0.01% 416
2024
Q3 		$30.2K Sell
58
-16
-22% -$8.55K ﹤0.01% 365
2024
Q2 		$40.1K Hold
74
– – 0.01% 308
2024
Q1 		$38.4K Buy
74
+4
+6% +$1.99K 0.01% 319
2023
Q4 		$33K Hold
70
– – 0.01% 316
2023
Q3 		$30.5K Hold
70
– – 0.01% 323
2023
Q2 		$31.1K Hold
70
– – 0.01% 327
2023
Q1 		$32.2K Hold
70
– – 0.01% 325
2022
Q4 		$35.9K Hold
70
– – 0.01% 288
2022
Q3 		$32K Hold
70
– – 0.01% 293
2022
Q2 		$34K Hold
70
– – 0.01% 287
2022
Q1 		$34K Hold
70
– – 0.01% 298
2021
Q4 		$32K Hold
70
– – 0.01% 301
2021
Q3 		$26K Hold
70
– – 0.01% 316
2021
Q2 		$27K Hold
70
– – 0.01% 344
2021
Q1 		$25K Hold
70
– – 0.01% 332
2020
Q4 		$22K Hold
70
– – 0.01% 332
2020
Q3 		$19K Sell
70
-16
-19% -$4.3K 0.01% 319
2020
Q2 		$23K Sell
86
-16
-16% -$4.27K 0.01% 301
2020
Q1 		$23K Buy
102
+16
+19% +$4.36K 0.01% 280
2019
Q4 		$26K Sell
86
-50
-37% -$13.8K 0.01% 302
2019
Q3 		$33K Buy
136
+15
+12% +$4.11K 0.01% 269
2019
Q2 		$34K Sell
121
-15
-11% -$4.1K 0.01% 271
2019
Q1 		$39K Hold
136
– – 0.01% 254
2018
Q4 		$36K Buy
+136
New +$37.4K 0.01% 242

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ELV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 54 shares — an estimated $18.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ELV in Q4 2018 and held it in 27 quarters. The position peaked at $40.1K in Q2 2024. 1,469 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 54 Elevance Health shares in Q1 2026, an estimated $18.9K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Elevance Health in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Elevance Health position peaked at $40.1K in Q2 2024.
  • 1,469 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.