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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
Q2 		– Sell
-75
Closed -$22K – 339
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 $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

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

Opal Wealth Advisors sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 75 shares — an estimated $22K sold.

Opal Wealth Advisors first reported a position in ELV in Q2 2024 and held it in 4 quarters. The position peaked at $140K in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 75 Elevance Health shares in Q2 2026, an estimated $22K.
  • Opal Wealth Advisors first reported a position in Elevance Health in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Elevance Health position peaked at $140K in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.