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Medallion Wealth Advisors’s Elevance Health ELV Stock Holding History

Medallion 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 		$258K Sell
666
-10
-1% -$3.71K 0.08% 207
2026
Q1 		$198K Sell
676
-35
-5% -$11.5K 0.06% 255
2025
Q4 		$249K Sell
711
-22
-3% -$7.43K 0.08% 214
2025
Q3 		$237K Hold
733
– – 0.08% 209
2025
Q2 		$289K Buy
733
+109
+17% +$43.8K 0.11% 179
2025
Q1 		$270K Hold
624
– – 0.12% 165
2024
Q4 		$240K Buy
+624
New +$261K 0.12% 166

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

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

Medallion Wealth Advisors reduced its Elevance Health (ELV) stake by 1.5% in Q2 2026, selling an estimated $3.71K and leaving 666 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #207.

Medallion Wealth Advisors first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q2 2025. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Medallion Wealth Advisors held 666 shares of Elevance Health worth $258K as of Q2 2026.
  • Medallion Wealth Advisors sold 10 Elevance Health shares in Q2 2026, an estimated $3.71K.
  • Elevance Health made up 0.08% of Medallion Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Medallion Wealth Advisors first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Elevance Health position peaked at $289K in Q2 2025.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.