SOA Wealth Advisors’s Elevance Health ELV Stock Holding History

SOA Wealth Advisors’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	$414	Sell	1 -1	-50%	-$371	﹤0.01%	828
2026 Q1	$625	Hold	2	–	–	﹤0.01%	770
2025 Q4	$745	Hold	2	–	–	﹤0.01%	763
2025 Q3	$683	Hold	2	–	–	﹤0.01%	787
2025 Q2	$818	Sell	2 -5	-71%	-$2.01K	﹤0.01%	763
2025 Q1	$3.08K	Hold	7	–	–	﹤0.01%	674
2024 Q4	$2.61K	Sell	7 -2	-22%	-$837	﹤0.01%	664
2024 Q3	$4.76K	Hold	9	–	–	﹤0.01%	609
2024 Q2	$4.96K	Sell	9 -2	-18%	-$1.06K	﹤0.01%	605
2024 Q1	$5.78K	Hold	11	–	–	﹤0.01%	599
2023 Q4	$5.25K	Hold	11	–	–	﹤0.01%	593
2023 Q3	$4.84K	Hold	11	–	–	﹤0.01%	620
2023 Q2	$4.93K	Hold	11	–	–	﹤0.01%	624
2023 Q1	$5.1K	Hold	11	–	–	﹤0.01%	621
2022 Q4	$5.68K	Sell	11 -2	-15%	-$1.01K	﹤0.01%	606
2022 Q3	$5K	Sell	13 -4	-24%	-$1.91K	﹤0.01%	599
2022 Q2	$8K	Sell	17 -211	-93%	-$104K	﹤0.01%	521
2022 Q1	$112K	Hold	228	–	–	0.03%	218
2021 Q4	$106K	Hold	228	–	–	0.03%	208
2021 Q3	$85K	Buy	228 +2	+0.9%	+$760	0.02%	241
2021 Q2	$86K	Buy	226 +93	+70%	+$35.5K	0.02%	238
2021 Q1	$47K	Buy	133 +12	+10%	+$3.86K	0.01%	277
2020 Q4	$36K	Buy	+121	New	+$37.1K	0.01%	305

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's ELV Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Elevance Health (ELV) stake by 50% in Q2 2026, selling an estimated $371 and leaving 1 share worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #828.

SOA Wealth Advisors first reported a position in ELV in Q4 2020 and has held it in 23 quarters since. The position peaked at $112K in Q1 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

SOA Wealth Advisors held 1 share of Elevance Health worth $414 as of Q2 2026.
SOA Wealth Advisors sold 1 Elevance Health share in Q2 2026, an estimated $371.
Elevance Health made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #828 holding.
SOA Wealth Advisors first reported a position in Elevance Health in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Elevance Health position peaked at $112K in Q1 2022.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.