PWMG
ELV icon

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

Private 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 		$18.2K Sell
47
-7
-13% -$2.6K ﹤0.01% 412
2026
Q1 		$15.8K Sell
54
-9
-14% -$2.96K ﹤0.01% 390
2025
Q4 		$22.1K Buy
63
+38
+152% +$12.8K 0.01% 302
2025
Q3 		$8.08K Sell
25
-43
-63% -$13.4K ﹤0.01% 594
2025
Q2 		$26.4K Buy
68
+5
+8% +$2.01K 0.01% 254
2025
Q1 		$27.4K Buy
63
+38
+152% +$15.3K 0.01% 242
2024
Q4 		$9.22K Sell
25
-69
-73% -$28.9K ﹤0.01% 501
2024
Q3 		$48.9K Hold
94
– – 0.02% 163
2024
Q2 		$50.9K Buy
94
+8
+9% +$4.23K 0.02% 156
2024
Q1 		$44.6K Hold
86
– – 0.02% 169
2023
Q4 		$40.6K Buy
+86
New +$39.8K 0.02% 180

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 Management Group's ELV Position: Q2 2026 in Review

Private Wealth Management Group reduced its Elevance Health (ELV) stake by 13% in Q2 2026, selling an estimated $2.6K and leaving 47 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Private Wealth Management Group first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.9K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Private Wealth Management Group held 47 shares of Elevance Health worth $18.2K as of Q2 2026.
  • Private Wealth Management Group sold 7 Elevance Health shares in Q2 2026, an estimated $2.6K.
  • Elevance Health made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #412 holding.
  • Private Wealth Management Group first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Elevance Health position peaked at $50.9K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.