Smith Salley Wealth Management’s Elevance Health ELV Stock Holding History

Smith Salley 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	$11.6M	Buy	39,514 +1,419	+4%	+$466K	0.58%	50
2025 Q4	$13.4M	Sell	38,095 -1,757	-4%	-$594K	0.66%	43
2025 Q3	$12.9M	Buy	39,852 +8,226	+26%	+$2.56M	0.66%	43
2025 Q2	$12.3M	Buy	31,626 +977	+3%	+$393K	0.71%	42
2025 Q1	$13.3M	Buy	30,649 +944	+3%	+$379K	0.87%	37
2024 Q4	$11M	Sell	29,705 -1,380	-4%	-$577K	0.7%	42
2024 Q3	$16.2M	Buy	31,085 +815	+3%	+$435K	1.06%	33
2024 Q2	$16.4M	Buy	30,270 +1,759	+6%	+$930K	1.18%	31
2024 Q1	$14.8M	Sell	28,511 -3,476	-11%	-$1.73M	1.15%	32
2023 Q4	$15.1M	Buy	31,987 +1,556	+5%	+$720K	0.97%	37
2023 Q3	$13.2M	Buy	30,431 +7,080	+30%	+$3.21M	0.98%	37
2023 Q2	$10.4M	Buy	+23,351	New	+$10.8M	0.77%	43

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Smith Salley Wealth Management's ELV Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Elevance Health (ELV) stake by 3.7% in Q1 2026, buying an estimated $466K and bringing the position to 39,514 shares worth $11.6M. The position accounts for 0.58% of the portfolio, ranked #50.

Smith Salley Wealth Management first reported a position in ELV in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.4M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Smith Salley Wealth Management held 39,514 shares of Elevance Health worth $11.6M as of Q1 2026.
Smith Salley Wealth Management bought 1,419 Elevance Health shares in Q1 2026, an estimated $466K.
Elevance Health made up 0.58% of Smith Salley Wealth Management's portfolio in Q1 2026, its #50 holding.
Smith Salley Wealth Management first reported a position in Elevance Health in Q2 2023 and has held it in 12 quarters since.
Smith Salley Wealth Management's Elevance Health position peaked at $16.4M in Q2 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.