River Wealth Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
3,551
-544
| -13% | -$179K | 0.12% | 106 |
|
|
2025
Q4 | $1.44M | Sell |
4,095
-723
| -15% | -$244K | 0.16% | 91 |
|
|
2025
Q3 | $1.56M | Sell |
4,818
-7,090
| -60% | -$2.21M | 0.18% | 92 |
|
|
2025
Q2 | $4.63M | Sell |
11,908
-375
| -3% | -$151K | 0.58% | 46 |
|
|
2025
Q1 | $5.34M | Sell |
12,283
-855
| -7% | -$343K | 0.74% | 37 |
|
|
2024
Q4 | $4.85M | Sell |
13,138
-789
| -6% | -$330K | 0.64% | 41 |
|
|
2024
Q3 | $7.24M | Sell |
13,927
-90
| -0.6% | -$48.1K | 0.97% | 27 |
|
|
2024
Q2 | $7.6M | Sell |
14,017
-372
| -3% | -$197K | 1.09% | 22 |
|
|
2024
Q1 | $7.46M | Sell |
14,389
-311
| -2% | -$155K | 1.08% | 24 |
|
|
2023
Q4 | $6.93M | Sell |
14,700
-213
| -1% | -$98.5K | 1.11% | 21 |
|
|
2023
Q3 | $6.49M | Sell |
14,913
-603
| -4% | -$274K | 1.16% | 18 |
|
|
2023
Q2 | $6.89M | Sell |
15,516
-544
| -3% | -$251K | 1.17% | 17 |
|
|
2023
Q1 | $7.38M | Sell |
16,060
-712
| -4% | -$339K | 1.34% | 15 |
|
|
2022
Q4 | $8.6M | Sell |
16,772
-873
| -5% | -$443K | 1.66% | 11 |
|
|
2022
Q3 | $8.02M | Sell |
17,645
-1,372
| -7% | -$656K | 1.73% | 13 |
|
|
2022
Q2 | $9.18M | Sell |
19,017
-529
| -3% | -$262K | 1.69% | 13 |
|
|
2022
Q1 | $9.6M | Sell |
19,546
-10
| -0.1% | -$4.57K | 1.53% | 15 |
|
|
2021
Q4 | $9.06M | Buy |
19,556
+33
| +0.2% | +$13.9K | 1.41% | 15 |
|
|
2021
Q3 | $7.28M | Buy |
19,523
+369
| +2% | +$140K | 1.25% | 20 |
|
|
2021
Q2 | $7.31M | Buy |
19,154
+252
| +1% | +$96.3K | 1.28% | 20 |
|
|
2021
Q1 | $6.79M | Buy |
18,902
+497
| +3% | +$160K | 1.27% | 21 |
|
|
2020
Q4 | $5.91M | Buy |
18,405
+375
| +2% | +$115K | 1.28% | 20 |
|
|
2020
Q3 | $4.84M | Buy |
18,030
+84
| +0.5% | +$22.6K | 1.26% | 19 |
|
|
2020
Q2 | $4.72M | Sell |
17,946
-20
| -0.1% | -$5.34K | 1.43% | 16 |
|
|
2020
Q1 | $4.08M | Buy |
17,966
+69
| +0.4% | +$18.8K | 1.63% | 15 |
|
|
2019
Q4 | $5.41M | Buy |
17,897
+923
| +5% | +$254K | 1.83% | 13 |
|
|
2019
Q3 | $4.08M | Sell |
16,974
-230
| -1% | -$63K | 1.54% | 15 |
|
|
2019
Q2 | $4.86M | Buy |
17,204
+108
| +0.6% | +$29.5K | 1.89% | 11 |
|
|
2019
Q1 | $4.91M | Sell |
17,096
-152
| -0.9% | -$44K | 2.05% | 8 |
|
|
2018
Q4 | $4.53M | Buy |
17,248
+809
| +5% | +$222K | 2.01% | 6 |
|
|
2018
Q3 | $4.5M | Buy |
16,439
+805
| +5% | +$209K | 1.66% | 9 |
|
|
2018
Q2 | $3.72M | Buy |
15,634
+793
| +5% | +$184K | 1.45% | 11 |
|
|
2018
Q1 | $3.26M | Buy |
14,841
+97
| +0.7% | +$22.8K | 1.37% | 16 |
|
|
2017
Q4 | $3.32M | Buy |
14,744
+86
| +0.6% | +$18.3K | 1.38% | 16 |
|
|
2017
Q3 | $2.78M | Sell |
14,658
-137
| -0.9% | -$26.1K | 1.26% | 20 |
|
|
2017
Q2 | $2.78M | Buy |
14,795
+1,564
| +12% | +$281K | 1.3% | 21 |
|
|
2017
Q1 | $2.19M | Buy |
13,231
+857
| +7% | +$136K | 1.06% | 31 |
|
|
2016
Q4 | $1.78M | Buy |
12,374
+357
| +3% | +$47.8K | 0.9% | 41 |
|
|
2016
Q3 | $1.51M | Buy |
12,017
+259
| +2% | +$33.4K | 0.83% | 44 |
|
|
2016
Q2 | $1.54M | Buy |
11,758
+542
| +5% | +$74.2K | 0.89% | 41 |
|
|
2016
Q1 | $1.56M | Buy |
11,216
+233
| +2% | +$31.1K | 0.93% | 38 |
|
|
2015
Q4 | $1.53M | Buy |
10,983
+216
| +2% | +$29.8K | 0.97% | 35 |
|
|
2015
Q3 | $1.51M | Buy |
10,767
+293
| +3% | +$44K | 1.03% | 32 |
|
|
2015
Q2 | $1.72M | Sell |
10,474
-506
| -5% | -$80.8K | 1.09% | 28 |
|
|
2015
Q1 | $1.7M | Buy |
+10,980
| New | +$1.56M | 1.05% | 32 |
|
Other funds holding ELV
VCM
VPM
River Wealth Advisors's ELV Position: Q1 2026 in Review
River Wealth Advisors reduced its Elevance Health (ELV) stake by 13% in Q1 2026, selling an estimated $179K and leaving 3,551 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #106.
River Wealth Advisors first reported a position in ELV in Q1 2015 and has held it in 45 quarters since. The position peaked at $9.6M in Q1 2022. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- River Wealth Advisors held 3,551 shares of Elevance Health worth $1.04M as of Q1 2026.
- River Wealth Advisors sold 544 Elevance Health shares in Q1 2026, an estimated $179K.
- Elevance Health made up 0.12% of River Wealth Advisors's portfolio in Q1 2026, its #106 holding.
- River Wealth Advisors first reported a position in Elevance Health in Q1 2015 and has held it in 45 quarters since.
- River Wealth Advisors's Elevance Health position peaked at $9.6M in Q1 2022.
- 1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.