RWM
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Rench Wealth Management’s Elevance Health ELV Stock Holding History

Rench 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
Q1 		$2.71M Sell
9,270
-741
-7% -$244K 0.82% 38
2025
Q4 		$3.51M Sell
10,011
-788
-7% -$266K 1.01% 36
2025
Q3 		$3.49M Buy
10,799
+4
+0% +$1.24K 1.02% 36
2025
Q2 		$4.2M Buy
10,795
+668
+7% +$269K 1.33% 32
2025
Q1 		$4.4M Buy
10,127
+204
+2% +$81.9K 1.52% 31
2024
Q4 		$3.66M Sell
9,923
-628
-6% -$263K 1.25% 35
2024
Q3 		$5.49M Buy
10,551
+793
+8% +$424K 1.88% 24
2024
Q2 		$5.29M Buy
9,758
+347
+4% +$183K 1.9% 21
2024
Q1 		$4.88M Buy
+9,411
New +$4.68M 1.87% 20

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Rench Wealth Management's ELV Position: Q1 2026 in Review

Rench Wealth Management reduced its Elevance Health (ELV) stake by 7.4% in Q1 2026, selling an estimated $244K and leaving 9,270 shares worth $2.71M. The position accounts for 0.82% of the portfolio, ranked #38.

Rench Wealth Management first reported a position in ELV in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.49M in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Rench Wealth Management held 9,270 shares of Elevance Health worth $2.71M as of Q1 2026.
  • Rench Wealth Management sold 741 Elevance Health shares in Q1 2026, an estimated $244K.
  • Elevance Health made up 0.82% of Rench Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Rench Wealth Management first reported a position in Elevance Health in Q1 2024 and has held it in 9 quarters since.
  • Rench Wealth Management's Elevance Health position peaked at $5.49M in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Rench Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.