Portus Wealth Advisors’s Elevance Health ELV Stock Holding History

Portus 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	-12	Closed	-$3.51K	–	192
2026 Q1	$3.51K	Buy	+12	New	+$3.94K	﹤0.01%	208

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Portus Wealth Advisors sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 12 shares — an estimated $3.51K sold.

Portus Wealth Advisors first reported a position in ELV in Q1 2026 and held it in 1 quarter. The position peaked at $3.51K in Q1 2026. 1,604 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Portus Wealth Advisors reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 12 Elevance Health shares in Q2 2026, an estimated $3.51K.
Portus Wealth Advisors first reported a position in Elevance Health in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Elevance Health position peaked at $3.51K in Q1 2026.
1,604 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.