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Principia Wealth Advisory’s Elevance Health ELV Stock Holding History

Principia Wealth Advisory’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 		$6.57K Buy
17
+9
+113% +$3.34K ﹤0.01% 307
2026
Q1 		$2.34K Sell
8
-8
-50% -$2.63K ﹤0.01% 474
2025
Q4 		$5.61K Buy
16
+3
+23% +$1.01K ﹤0.01% 253
2025
Q3 		$4.2K Buy
13
+4
+44% +$1.24K ﹤0.01% 296
2025
Q2 		$3.5K Buy
9
+2
+29% +$804 ﹤0.01% 285
2025
Q1 		$3.05K Hold
7
– – ﹤0.01% 236
2024
Q4 		$2.58K Buy
+7
New +$2.93K ﹤0.01% 205

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

Principia Wealth Advisory's ELV Position: Q2 2026 in Review

Principia Wealth Advisory increased its Elevance Health (ELV) stake by 113% in Q2 2026, buying an estimated $3.34K and bringing the position to 17 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Principia Wealth Advisory first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Principia Wealth Advisory held 17 shares of Elevance Health worth $6.57K as of Q2 2026.
  • Principia Wealth Advisory bought 9 Elevance Health shares in Q2 2026, an estimated $3.34K.
  • Elevance Health made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #307 holding.
  • Principia Wealth Advisory first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.