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Savvy Advisors Inc’s Elevance Health ELV Stock Holding History

Savvy Advisors Inc’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 		$297K Buy
1,013
+34
+3% +$11.2K 0.01% 881
2025
Q4 		$343K Buy
979
+30
+3% +$10.1K 0.01% 720
2025
Q3 		$307K Buy
949
+139
+17% +$43.2K 0.01% 610
2025
Q2 		$315K Buy
+810
New +$326K 0.02% 476
2025
Q1 		– Sell
-1,187
Closed -$438K – 522
2024
Q4 		$438K Buy
1,187
+446
+60% +$187K 0.05% 261
2024
Q3 		$385K Buy
+741
New +$396K 0.08% 215

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

Savvy Advisors Inc's ELV Position: Q1 2026 in Review

Savvy Advisors Inc increased its Elevance Health (ELV) stake by 3.5% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,013 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #881.

Savvy Advisors Inc first reported a position in ELV in Q3 2024 and has held it in 6 quarters since. The position peaked at $438K in Q4 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Savvy Advisors Inc held 1,013 shares of Elevance Health worth $297K as of Q1 2026.
  • Savvy Advisors Inc bought 34 Elevance Health shares in Q1 2026, an estimated $11.2K.
  • Elevance Health made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #881 holding.
  • Savvy Advisors Inc first reported a position in Elevance Health in Q3 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Elevance Health position peaked at $438K in Q4 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.