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
Q2 		$805K Buy
2,082
+964
+86% +$358K 0.01% 396
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sagespring Wealth Partners's ELV Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Elevance Health (ELV) stake by 86% in Q2 2026, buying an estimated $358K and bringing the position to 2,082 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #396.

Sagespring Wealth Partners first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sagespring Wealth Partners held 2,082 shares of Elevance Health worth $805K as of Q2 2026.
  • Sagespring Wealth Partners bought 964 Elevance Health shares in Q2 2026, an estimated $358K.
  • Elevance Health made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #396 holding.
  • Sagespring Wealth Partners first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.