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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Medallion Wealth Advisors's ELV Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Elevance Health (ELV) stake by 4.9% in Q1 2026, selling an estimated $11.5K and leaving 676 shares worth $198K. The position accounts for 0.06% of the portfolio, ranked #255.

Medallion Wealth Advisors first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $289K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Medallion Wealth Advisors held 676 shares of Elevance Health worth $198K as of Q1 2026.
  • Medallion Wealth Advisors sold 35 Elevance Health shares in Q1 2026, an estimated $11.5K.
  • Elevance Health made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #255 holding.
  • Medallion Wealth Advisors first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Elevance Health position peaked at $289K in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.