SWP
ELV icon

Sagespring Wealth Partners’s Elevance Health ELV Stock Holding History

Sagespring 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 		$327K Sell
1,118
-223
-17% -$73.3K 0.01% 627
2025
Q4 		$470K Buy
1,341
+168
+14% +$56.8K 0.01% 493
2025
Q3 		$379K Sell
1,173
-407
-26% -$127K 0.01% 531
2025
Q2 		$615K Buy
1,580
+241
+18% +$96.9K 0.01% 380
2025
Q1 		$582K Buy
1,339
+640
+92% +$257K 0.01% 353
2024
Q4 		$258K Buy
+699
New +$293K 0.01% 518

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

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

Sagespring Wealth Partners reduced its Elevance Health (ELV) stake by 17% in Q1 2026, selling an estimated $73.3K and leaving 1,118 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #627.

Sagespring Wealth Partners first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $615K in Q2 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Sagespring Wealth Partners held 1,118 shares of Elevance Health worth $327K as of Q1 2026.
  • Sagespring Wealth Partners sold 223 Elevance Health shares in Q1 2026, an estimated $73.3K.
  • Elevance Health made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #627 holding.
  • Sagespring Wealth Partners first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Elevance Health position peaked at $615K in Q2 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.