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Meridian Wealth Management’s Elevance Health ELV Stock Holding History

Meridian Wealth Management’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 		$208K Buy
+538
New +$200K 0.01% 785
2025
Q2 		– Sell
-748
Closed -$326K – 676
2025
Q1 		$326K Sell
748
-162
-18% -$65K 0.02% 507
2024
Q4 		$336K Sell
910
-410
-31% -$172K 0.02% 502
2024
Q3 		$686K Buy
+1,320
New +$705K 0.03% 352
2024
Q2 		– Sell
-1,696
Closed -$879K – 358
2024
Q1 		$879K Buy
1,696
+461
+37% +$229K 0.15% 101
2023
Q4 		$582K Sell
1,235
-1,171
-49% -$541K 0.04% 352
2023
Q3 		$1.05M Buy
2,406
+1,203
+100% +$546K 0.06% 227
2023
Q2 		$534K Buy
1,203
+361
+43% +$167K 0.05% 313
2023
Q1 		$387K Buy
842
+100
+13% +$47.6K 0.03% 364
2022
Q4 		$381K Hold
742
– – 0.04% 359
2022
Q3 		$337K Hold
742
– – 0.04% 342
2022
Q2 		$358K Buy
742
+100
+16% +$49.5K 0.03% 411
2022
Q1 		$315K Hold
642
– – 0.03% 303
2021
Q4 		$298K Sell
642
-7
-1% -$2.94K 0.03% 318
2021
Q3 		$242K Buy
649
+7
+1% +$2.66K 0.03% 345
2021
Q2 		$245K Buy
642
+70
+12% +$26.8K 0.03% 337
2021
Q1 		$205K Buy
+572
New +$184K 0.03% 347
2019
Q3 		– Sell
-207
Closed -$58.4K – 277
2019
Q2 		$58.4K Buy
+207
New +$56.5K 0.02% 349
2018
Q1 		– Sell
-1,110
Closed -$211K – 184
2017
Q4 		$211K Hold
1,110
– – 0.13% 160
2017
Q3 		$211K Hold
1,110
– – 0.13% 159
2017
Q2 		$209K Buy
+1,110
New +$199K 0.13% 159

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

Meridian Wealth Management's ELV Position: Q2 2026 in Review

Meridian Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 538 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in ELV as recently as Q1 2025.

Meridian Wealth Management first reported a position in ELV in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.05M in Q3 2023. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Meridian Wealth Management held 538 shares of Elevance Health worth $208K as of Q2 2026.
  • Elevance Health was a new Meridian Wealth Management position in Q2 2026.
  • Elevance Health made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #785 holding.
  • Meridian Wealth Management first reported a position in Elevance Health in Q2 2017 and has held it in 21 quarters since.
  • Meridian Wealth Management's Elevance Health position peaked at $1.05M in Q3 2023.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.