Power Wealth Management
ELV icon

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
Q3 		– Sell
-4,315
Closed -$1.67M – 134
2026
Q2 		$1.67M Sell
4,315
-1,243
-22% -$461K 0.57% 26
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

Power Wealth Management's ELV Position: Q3 2026 in Review

Power Wealth Management sold out of Elevance Health (ELV) in Q3 2026, closing a stake of 4,315 shares — an estimated $1.67M sold.

Power Wealth Management first reported a position in ELV in Q4 2023 and held it in 11 quarters. The position peaked at $1.91M in Q4 2025. 1,097 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Power Wealth Management reported no remaining Elevance Health position as of Q3 2026 after selling out during the quarter.
  • Power Wealth Management sold 4,315 Elevance Health shares in Q3 2026, an estimated $1.67M.
  • Power Wealth Management first reported a position in Elevance Health in Q4 2023 and held it in 11 quarters.
  • Power Wealth Management's Elevance Health position peaked at $1.91M in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.