RWA Wealth Partners’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 | $1.48M | Sell |
5,040
-3,574
| -41% | -$1.17M | 0.02% | 293 |
|
|
2025
Q4 | $3.02M | Sell |
8,614
-39,123
| -82% | -$13.2M | 0.03% | 217 |
|
|
2025
Q3 | $15.4M | Buy |
47,737
+7,438
| +18% | +$2.31M | 0.18% | 80 |
|
|
2025
Q2 | $15.7M | Sell |
40,299
-748
| -2% | -$301K | 0.2% | 78 |
|
|
2025
Q1 | $17.9M | Sell |
41,047
-586
| -1% | -$235K | 0.23% | 70 |
|
|
2024
Q4 | $15.4M | Sell |
41,633
-25,198
| -38% | -$10.5M | 0.19% | 79 |
|
|
2024
Q3 | $34.8M | Sell |
66,831
-28
| -0% | -$15K | 0.43% | 38 |
|
|
2024
Q2 | $36.2M | Sell |
66,859
-17,726
| -21% | -$9.37M | 0.48% | 32 |
|
|
2024
Q1 | $43.9M | Sell |
84,585
-4,636
| -5% | -$2.31M | 0.59% | 23 |
|
|
2023
Q4 | $42.1M | Buy |
89,221
+55,665
| +166% | +$25.7M | 0.6% | 26 |
|
|
2023
Q3 | $14.6M | Buy |
33,556
+1,644
| +5% | +$746K | 0.32% | 30 |
|
|
2023
Q2 | $14.2M | Sell |
31,912
-444
| -1% | -$205K | 0.31% | 32 |
|
|
2023
Q1 | $14.9M | Buy |
32,356
+993
| +3% | +$473K | 0.36% | 27 |
|
|
2022
Q4 | $15.1M | Buy |
31,363
+1,023
| +3% | +$519K | 0.37% | 25 |
|
|
2022
Q3 | $13.8M | Buy |
30,340
+467
| +2% | +$223K | 0.97% | 19 |
|
|
2022
Q2 | $14.4M | Buy |
29,873
+820
| +3% | +$406K | 0.97% | 17 |
|
|
2022
Q1 | $14.3M | Buy |
29,053
+749
| +3% | +$342K | 0.92% | 23 |
|
|
2021
Q4 | $13.1M | Buy |
28,304
+327
| +1% | +$138K | 0.88% | 27 |
|
|
2021
Q3 | $10.4M | Buy |
27,977
+402
| +1% | +$153K | 0.78% | 33 |
|
|
2021
Q2 | $10.5M | Buy |
27,575
+472
| +2% | +$180K | 0.79% | 32 |
|
|
2021
Q1 | $9.73M | Buy |
27,103
+4,709
| +21% | +$1.51M | 0.79% | 34 |
|
|
2020
Q4 | $7.19M | Buy |
22,394
+176
| +0.8% | +$54K | 0.64% | 39 |
|
|
2020
Q3 | $5.97M | Buy |
22,218
+2,550
| +13% | +$686K | 0.63% | 42 |
|
|
2020
Q2 | $5.17M | Sell |
19,668
-795
| -4% | -$212K | 0.63% | 45 |
|
|
2020
Q1 | $4.65M | Sell |
20,463
-35
| -0.2% | -$9.54K | 0.66% | 39 |
|
|
2019
Q4 | $6.19M | Buy |
20,498
+1,103
| +6% | +$304K | 0.61% | 40 |
|
|
2019
Q3 | $4.66M | Buy |
19,395
+127
| +0.7% | +$34.8K | 0.49% | 51 |
|
|
2019
Q2 | $5.44M | Sell |
19,268
-56
| -0.3% | -$15.3K | 0.58% | 43 |
|
|
2019
Q1 | $5.55M | Buy |
19,324
+390
| +2% | +$113K | 0.63% | 39 |
|
|
2018
Q4 | $4.97M | Buy |
18,934
+328
| +2% | +$90.2K | 0.65% | 42 |
|
|
2018
Q3 | $5.1M | Buy |
18,606
+151
| +0.8% | +$39.2K | 0.57% | 36 |
|
|
2018
Q2 | $4.39M | Buy |
18,455
+127
| +0.7% | +$29.4K | 0.49% | 46 |
|
|
2018
Q1 | $4.03M | Sell |
18,328
-469
| -2% | -$110K | 0.52% | 46 |
|
|
2017
Q4 | $4.23M | Sell |
18,797
-180
| -0.9% | -$38.3K | 0.48% | 53 |
|
|
2017
Q3 | $3.6M | Sell |
18,977
-3,067
| -14% | -$584K | 0.41% | 71 |
|
|
2017
Q2 | $4.15M | Sell |
22,044
-385
| -2% | -$69.2K | 0.51% | 54 |
|
|
2017
Q1 | $3.71M | Buy |
+22,429
| New | +$3.57M | 0.49% | 57 |
|
Other funds holding ELV
VCM
VPM
RWA Wealth Partners's ELV Position: Q1 2026 in Review
RWA Wealth Partners reduced its Elevance Health (ELV) stake by 41% in Q1 2026, selling an estimated $1.17M and leaving 5,040 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #293.
RWA Wealth Partners first reported a position in ELV in Q1 2017 and has held it in 37 quarters since. The position peaked at $43.9M in Q1 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.
- RWA Wealth Partners held 5,040 shares of Elevance Health worth $1.48M as of Q1 2026.
- RWA Wealth Partners sold 3,574 Elevance Health shares in Q1 2026, an estimated $1.17M.
- Elevance Health made up 0.02% of RWA Wealth Partners's portfolio in Q1 2026, its #293 holding.
- RWA Wealth Partners first reported a position in Elevance Health in Q1 2017 and has held it in 37 quarters since.
- RWA Wealth Partners's Elevance Health position peaked at $43.9M in Q1 2024.
- 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.