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Opal Wealth Advisors’s Elevance Health ELV Stock Holding History

Opal 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 		$22K Buy
+75
New +$24.6K 0.01% 580
2025
Q3 		– Sell
-360
Closed -$140K – 305
2025
Q2 		$140K Buy
360
+307
+579% +$123K 0.04% 233
2025
Q1 		$23.1K Buy
+53
New +$21.3K 0.01% 504
2024
Q3 		– Sell
-52
Closed -$28.2K – 486
2024
Q2 		$28.2K Buy
+52
New +$27.5K 0.01% 432

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

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

Opal Wealth Advisors opened a new position in Elevance Health (ELV) in Q1 2026: 75 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in ELV as recently as Q2 2025.

Opal Wealth Advisors first reported a position in ELV in Q2 2024 and has held it in 4 quarters since. The position peaked at $140K in Q2 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Opal Wealth Advisors held 75 shares of Elevance Health worth $22K as of Q1 2026.
  • Elevance Health was a new Opal Wealth Advisors position in Q1 2026.
  • Elevance Health made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #580 holding.
  • Opal Wealth Advisors first reported a position in Elevance Health in Q2 2024 and has held it in 4 quarters since.
  • Opal Wealth Advisors's Elevance Health position peaked at $140K in Q2 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.