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Physician Wealth Advisors’s Elevance Health ELV Stock Holding History

Physician 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 		$47.2K Sell
122
-73
-37% -$27.1K 0.01% 446
2026
Q1 		$57.1K Sell
195
-11
-5% -$3.62K 0.01% 376
2025
Q4 		$72.2K Buy
206
+124
+151% +$41.9K 0.01% 321
2025
Q3 		$26.5K Buy
82
+63
+332% +$19.6K ﹤0.01% 508
2025
Q2 		$7.39K Sell
19
-3
-14% -$1.21K ﹤0.01% 707
2025
Q1 		$9.57K Buy
22
+8
+57% +$3.21K ﹤0.01% 618
2024
Q4 		$5.17K Buy
+14
New +$5.86K ﹤0.01% 732

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Elevance Health (ELV) stake by 37% in Q2 2026, selling an estimated $27.1K and leaving 122 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #446.

Physician Wealth Advisors first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.2K in Q4 2025. 300 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Physician Wealth Advisors held 122 shares of Elevance Health worth $47.2K as of Q2 2026.
  • Physician Wealth Advisors sold 73 Elevance Health shares in Q2 2026, an estimated $27.1K.
  • Elevance Health made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #446 holding.
  • Physician Wealth Advisors first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Elevance Health position peaked at $72.2K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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