PWMG
ELV icon

Prestige Wealth Management Group’s Elevance Health ELV Stock Holding History

Prestige Wealth Management Group’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 		$34.5K Sell
89
-416
-82% -$154K 0.01% 303
2026
Q1 		$148K Buy
505
+13
+3% +$4.27K 0.03% 177
2025
Q4 		$173K Sell
492
-128
-21% -$43.3K 0.03% 169
2025
Q3 		$200K Sell
620
-2
-0.3% -$622 0.04% 172
2025
Q2 		$242K Buy
622
+39
+7% +$15.7K 0.05% 157
2025
Q1 		$254K Buy
583
+20
+4% +$8.03K 0.05% 146
2024
Q4 		$208K Sell
563
-44
-7% -$18.4K 0.04% 158
2024
Q3 		$316K Buy
607
+11
+2% +$5.88K 0.07% 132
2024
Q2 		$323K Buy
596
+13
+2% +$6.87K 0.07% 114
2024
Q1 		$302K Sell
583
-35
-6% -$17.4K 0.07% 127
2023
Q4 		$291K Buy
618
+53
+9% +$24.5K 0.07% 121
2023
Q3 		$246K Sell
565
-527
-48% -$239K 0.06% 121
2023
Q2 		$485K Sell
1,092
-694
-39% -$320K 0.11% 85
2023
Q1 		$821K Buy
1,786
+709
+66% +$337K 0.21% 56
2022
Q4 		$552K Sell
1,077
-558
-34% -$283K 0.14% 75
2022
Q3 		$743K Buy
1,635
+160
+11% +$76.6K 0.21% 52
2022
Q2 		$712K Buy
1,475
+429
+41% +$212K 0.19% 54
2022
Q1 		$514K Buy
1,046
+973
+1,333% +$445K 0.13% 80
2021
Q4 		$34K Sell
73
-24
-25% -$10.1K 0.01% 300
2021
Q3 		$36K Hold
97
– – 0.01% 289
2021
Q2 		$37K Sell
97
-1
-1% -$382 0.01% 273
2021
Q1 		$35K Hold
98
– – 0.01% 284
2020
Q4 		$31K Sell
98
-14
-13% -$4.3K 0.01% 296
2020
Q3 		$30K Buy
112
+3
+3% +$807 0.01% 305
2020
Q2 		$29K Buy
109
+10
+10% +$2.67K 0.01% 286
2020
Q1 		$22K Buy
99
+90
+1,000% +$24.5K 0.01% 266
2019
Q4 		$3K Buy
9
+1
+13% +$275 ﹤0.01% 457
2019
Q3 		$2K Buy
+8
New +$2.19K ﹤0.01% 481
2019
Q1 		– Sell
-127
Closed -$33K – 683
2018
Q4 		$33K Buy
+127
New +$34.9K 0.02% 230

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prestige Wealth Management Group's ELV Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Elevance Health (ELV) stake by 82% in Q2 2026, selling an estimated $154K and leaving 89 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #303.

Prestige Wealth Management Group first reported a position in ELV in Q4 2018 and has held it in 29 quarters since. The position peaked at $821K in Q1 2023. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Prestige Wealth Management Group held 89 shares of Elevance Health worth $34.5K as of Q2 2026.
  • Prestige Wealth Management Group sold 416 Elevance Health shares in Q2 2026, an estimated $154K.
  • Elevance Health made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #303 holding.
  • Prestige Wealth Management Group first reported a position in Elevance Health in Q4 2018 and has held it in 29 quarters since.
  • Prestige Wealth Management Group's Elevance Health position peaked at $821K in Q1 2023.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.