Ridgecrest Wealth Partners’s Elevance Health ELV Stock Holding History

Ridgecrest Wealth Partners’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	–	Sell	-640	Closed	-$224K	–	99
2025 Q4	$224K	Hold	640	–	–	0.12%	91
2025 Q3	$207K	Hold	640	–	–	0.09%	113
2025 Q2	$249K	Hold	640	–	–	0.13%	93
2025 Q1	$278K	Hold	640	–	–	0.15%	90
2024 Q4	$236K	Hold	640	–	–	0.13%	91
2024 Q3	$333K	Hold	640	–	–	0.17%	81
2024 Q2	$347K	Hold	640	–	–	0.21%	72
2024 Q1	$332K	Sell	640 -125	-16%	-$62.2K	0.2%	77
2023 Q4	$361K	Hold	765	–	–	0.24%	70
2023 Q3	$333K	Hold	765	–	–	0.23%	69
2023 Q2	$340K	Hold	765	–	–	0.22%	70
2023 Q1	$352K	Hold	765	–	–	0.25%	63
2022 Q4	$392K	Hold	765	–	–	0.3%	60
2022 Q3	$347K	Hold	765	–	–	0.28%	64
2022 Q2	$369K	Hold	765	–	–	0.27%	66
2022 Q1	$376K	Hold	765	–	–	0.24%	76
2021 Q4	$355K	Hold	765	–	–	0.17%	93
2021 Q3	$285K	Hold	765	–	–	0.16%	95
2021 Q2	$292K	Buy	765 +125	+20%	+$47.8K	0.18%	88
2021 Q1	$230K	Buy	+640	New	+$206K	0.22%	78

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ridgecrest Wealth Partners's ELV Position: Q1 2026 in Review

Ridgecrest Wealth Partners sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 640 shares — an estimated $224K sold.

Ridgecrest Wealth Partners first reported a position in ELV in Q1 2021 and held it in 20 quarters. The position peaked at $392K in Q4 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Ridgecrest Wealth Partners reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
Ridgecrest Wealth Partners sold 640 Elevance Health shares in Q1 2026, an estimated $224K.
Ridgecrest Wealth Partners first reported a position in Elevance Health in Q1 2021 and held it in 20 quarters.
Ridgecrest Wealth Partners's Elevance Health position peaked at $392K in Q4 2022.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.