Parcion Private Wealth
ELV icon

Parcion Private Wealth’s Elevance Health ELV Stock Holding History

Parcion Private 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
Q3 		$716K Buy
1,841
+1,219
+196% +$486K 0.04% 231
2026
Q2 		$241K Buy
+622
New +$231K 0.01% 440
2026
Q1 		– Sell
-737
Closed -$258K – 451
2025
Q4 		$258K Buy
+737
New +$249K 0.02% 357
2025
Q2 		– Sell
-664
Closed -$289K – 305
2025
Q1 		$289K Buy
+664
New +$267K 0.02% 225

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Parcion Private Wealth's ELV Position: Q3 2026 in Review

Parcion Private Wealth increased its Elevance Health (ELV) stake by 196% in Q3 2026, buying an estimated $486K and bringing the position to 1,841 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #231.

Parcion Private Wealth first reported a position in ELV in Q1 2025 and has held it in 4 quarters since. 984 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Parcion Private Wealth held 1,841 shares of Elevance Health worth $716K as of Q3 2026.
  • Parcion Private Wealth bought 1,219 Elevance Health shares in Q3 2026, an estimated $486K.
  • Elevance Health made up 0.04% of Parcion Private Wealth's portfolio in Q3 2026, its #231 holding.
  • Parcion Private Wealth first reported a position in Elevance Health in Q1 2025 and has held it in 4 quarters since.
  • 984 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.