SWM
ELV icon

SHP Wealth Management’s Elevance Health ELV Stock Holding History

SHP Wealth Management’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 		$1.73K Sell
6
-5
-45% -$1.64K ﹤0.01% 1323
2025
Q4 		$3.82K Buy
+11
New +$3.72K ﹤0.01% 1029

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $99.8B AUM 47.9% 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

SHP Wealth Management's ELV Position: Q1 2026 in Review

SHP Wealth Management reduced its Elevance Health (ELV) stake by 45% in Q1 2026, selling an estimated $1.64K and leaving 6 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

SHP Wealth Management first reported a position in ELV in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.82K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • SHP Wealth Management held 6 shares of Elevance Health worth $1.73K as of Q1 2026.
  • SHP Wealth Management sold 5 Elevance Health shares in Q1 2026, an estimated $1.64K.
  • Elevance Health made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1323 holding.
  • SHP Wealth Management first reported a position in Elevance Health in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Elevance Health position peaked at $3.82K in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.