NewEdge Wealth’s Elevance Health ELV Stock Holding History

NewEdge Wealth’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	-2,684	Closed	-$941K	–	1169
2025 Q4	$941K	Buy	+2,684	New	+$907K	0.01%	651
2025 Q2	–	Sell	-714	Closed	-$311K	–	983
2025 Q1	$311K	Buy	+714	New	+$287K	0.01%	765
2024 Q4	–	Sell	-514	Closed	-$267K	–	926
2024 Q3	$267K	Buy	+514	New	+$275K	﹤0.01%	754

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

NewEdge Wealth's ELV Position: Q1 2026 in Review

NewEdge Wealth sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 2,684 shares — an estimated $941K sold.

NewEdge Wealth first reported a position in ELV in Q3 2024 and held it in 3 quarters. The position peaked at $941K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

NewEdge Wealth reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 2,684 Elevance Health shares in Q1 2026, an estimated $941K.
NewEdge Wealth first reported a position in Elevance Health in Q3 2024 and held it in 3 quarters.
NewEdge Wealth's Elevance Health position peaked at $941K in Q4 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.