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Octavia Wealth Advisors’s Elevance Health ELV Stock Holding History

Octavia 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 		$913K Sell
2,360
-548
-19% -$203K 0.08% 81
2026
Q1 		$851K Buy
2,908
+706
+32% +$232K 0.08% 83
2025
Q4 		$771K Buy
2,202
+306
+16% +$103K 0.07% 99
2025
Q3 		$613K Buy
1,896
+927
+96% +$288K 0.06% 116
2025
Q2 		$377K Sell
969
-81
-8% -$32.6K 0.04% 145
2025
Q1 		$457K Buy
+1,050
New +$422K 0.06% 128
2023
Q4 		– Sell
-676
Closed -$294K – 225
2023
Q3 		$294K Buy
676
+176
+35% +$79.8K 0.06% 150
2023
Q2 		$222K Sell
500
-73
-13% -$33.7K 0.05% 172
2023
Q1 		$263K Sell
573
-1
-0.2% -$476 0.06% 149
2022
Q4 		$294K Sell
574
-12
-2% -$6.09K 0.07% 140
2022
Q3 		$266K Hold
586
– – 0.07% 139
2022
Q2 		$282K Buy
586
+23
+4% +$11.4K 0.07% 130
2022
Q1 		$277K Buy
563
+5
+0.9% +$2.29K 0.06% 148
2021
Q4 		$259K Sell
558
-2
-0.4% -$841 0.06% 168
2021
Q3 		$209K Buy
+560
New +$213K 0.05% 173

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

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

Octavia Wealth Advisors reduced its Elevance Health (ELV) stake by 19% in Q2 2026, selling an estimated $203K and leaving 2,360 shares worth $913K. The position accounts for 0.08% of the portfolio, ranked #81.

Octavia Wealth Advisors first reported a position in ELV in Q3 2021 and has held it in 15 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Octavia Wealth Advisors held 2,360 shares of Elevance Health worth $913K as of Q2 2026.
  • Octavia Wealth Advisors sold 548 Elevance Health shares in Q2 2026, an estimated $203K.
  • Elevance Health made up 0.08% of Octavia Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Octavia Wealth Advisors first reported a position in Elevance Health in Q3 2021 and has held it in 15 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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