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Private Wealth Asset Management’s Elevance Health ELV Stock Holding History

Private Wealth Asset 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
Q2 		$326K Hold
842
– – 0.03% 223
2026
Q1 		$246K Hold
842
– – 0.03% 235
2025
Q4 		$295K Sell
842
-11
-1% -$3.72K 0.03% 223
2025
Q3 		$276K Buy
853
+11
+1% +$3.42K 0.03% 211
2025
Q2 		$328K Sell
842
-2
-0.2% -$804 0.04% 188
2025
Q1 		$367K Buy
+844
New +$339K 0.05% 174

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

Private Wealth Asset Management's ELV Position: Q2 2026 in Review

Private Wealth Asset Management held its Elevance Health (ELV) position steady in Q2 2026 at 842 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #223.

Private Wealth Asset Management first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. The position peaked at $367K in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Private Wealth Asset Management held 842 shares of Elevance Health worth $326K as of Q2 2026.
  • Private Wealth Asset Management left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #223 holding.
  • Private Wealth Asset Management first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Elevance Health position peaked at $367K in Q1 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.