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Legacy Wealth Management (Idaho)’s Elevance Health ELV Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-29
Closed -$8.49K – 410
2026
Q1 		$8.49K Buy
29
+13
+81% +$4.27K ﹤0.01% 524
2025
Q4 		$5.61K Buy
16
+14
+700% +$4.73K ﹤0.01% 516
2025
Q3 		$647 Hold
2
– – ﹤0.01% 665
2025
Q2 		$778 Sell
2
-18
-90% -$7.24K ﹤0.01% 613
2025
Q1 		$8.7K Hold
20
– – 0.01% 356
2024
Q4 		$7.83K Buy
20
+18
+900% +$7.53K 0.01% 325
2024
Q3 		$822 Buy
+2
New +$1.07K ﹤0.01% 562

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

Legacy Wealth Management (Idaho)'s ELV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 29 shares — an estimated $8.49K sold.

Legacy Wealth Management (Idaho) first reported a position in ELV in Q3 2024 and held it in 7 quarters. The position peaked at $8.7K in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 29 Elevance Health shares in Q2 2026, an estimated $8.49K.
  • Legacy Wealth Management (Idaho) first reported a position in Elevance Health in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Elevance Health position peaked at $8.7K in Q1 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.