Power Wealth Management’s Elevance Health ELV Stock Holding History

Power Wealth Management’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	$1.63M	Buy	5,558 +104	+2%	+$34.2K	0.61%	31
2025 Q4	$1.91M	Buy	5,454 +443	+9%	+$150K	0.67%	31
2025 Q3	$1.62M	Buy	5,011 +974	+24%	+$303K	0.59%	34
2025 Q2	$1.57M	Sell	4,037 -35	-0.9%	-$14.1K	0.6%	35
2025 Q1	$1.77M	Buy	4,072 +1,101	+37%	+$442K	0.72%	32
2024 Q4	$1.1M	Buy	2,971 +214	+8%	+$89.6K	0.46%	43
2024 Q3	$1.43M	Buy	2,757 +294	+12%	+$157K	0.61%	38
2024 Q2	$1.33M	Buy	2,463 +1,008	+69%	+$533K	0.64%	33
2024 Q1	$754K	Buy	1,455 +564	+63%	+$280K	0.47%	46
2023 Q4	$420K	Buy	+891	New	+$412K	0.29%	63

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Power Wealth Management's ELV Position: Q1 2026 in Review

Power Wealth Management increased its Elevance Health (ELV) stake by 1.9% in Q1 2026, buying an estimated $34.2K and bringing the position to 5,558 shares worth $1.63M. The position accounts for 0.61% of the portfolio, ranked #31.

Power Wealth Management first reported a position in ELV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Power Wealth Management held 5,558 shares of Elevance Health worth $1.63M as of Q1 2026.
Power Wealth Management bought 104 Elevance Health shares in Q1 2026, an estimated $34.2K.
Elevance Health made up 0.61% of Power Wealth Management's portfolio in Q1 2026, its #31 holding.
Power Wealth Management first reported a position in Elevance Health in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's Elevance Health position peaked at $1.91M in Q4 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.