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Sound View Wealth Advisors Group’s Elevance Health ELV Stock Holding History

Sound View Wealth Advisors Group’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 		$293K Sell
1,002
-9
-0.9% -$2.96K 0.02% 344
2025
Q4 		$354K Buy
1,011
+29
+3% +$9.8K 0.02% 322
2025
Q3 		$317K Sell
982
-212
-18% -$65.9K 0.02% 347
2025
Q2 		$464K Buy
1,194
+6
+0.5% +$2.41K 0.03% 276
2025
Q1 		$517K Buy
1,188
+232
+24% +$93.1K 0.04% 254
2024
Q4 		$353K Sell
956
-190
-17% -$79.5K 0.03% 311
2024
Q3 		$596K Buy
1,146
+56
+5% +$29.9K 0.05% 237
2024
Q2 		$591K Sell
1,090
-57
-5% -$30.1K 0.06% 222
2024
Q1 		$595K Sell
1,147
-57
-5% -$28.3K 0.06% 221
2023
Q4 		$568K Buy
1,204
+63
+6% +$29.1K 0.06% 220
2023
Q3 		$497K Buy
1,141
+45
+4% +$20.4K 0.06% 220
2023
Q2 		$487K Sell
1,096
-19
-2% -$8.77K 0.06% 224
2023
Q1 		$513K Sell
1,115
-89
-7% -$42.4K 0.07% 214
2022
Q4 		$568K Buy
1,204
+75
+7% +$38.1K 0.06% 220
2022
Q3 		$513K Sell
1,129
-36
-3% -$17.2K 0.12% 158
2022
Q2 		$562K Sell
1,165
-19
-2% -$9.4K 0.12% 154
2022
Q1 		$582K Sell
1,184
-83
-7% -$37.9K 0.11% 160
2021
Q4 		$587K Buy
1,267
+24
+2% +$10.1K 0.11% 165
2021
Q3 		$463K Buy
1,243
+22
+2% +$8.36K 0.1% 178
2021
Q2 		$466K Sell
1,221
-5
-0.4% -$1.91K 0.1% 182
2021
Q1 		$440K Sell
1,226
-11
-0.9% -$3.54K 0.1% 172
2020
Q4 		$397K Buy
1,237
+1
+0.1% +$307 0.1% 172
2020
Q3 		$332K Sell
1,236
-1
-0.1% -$269 0.09% 180
2020
Q2 		$325K Sell
1,237
-37
-3% -$9.87K 0.09% 174
2020
Q1 		$289K Buy
1,274
+59
+5% +$16.1K 0.1% 165
2019
Q4 		$367K Sell
1,215
-20
-2% -$5.5K 0.1% 167
2019
Q3 		$297K Buy
1,235
+60
+5% +$16.4K 0.09% 191
2019
Q2 		$332K Buy
+1,175
New +$321K 0.1% 178

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

Sound View Wealth Advisors Group's ELV Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Elevance Health (ELV) stake by 0.89% in Q1 2026, selling an estimated $2.96K and leaving 1,002 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #344.

Sound View Wealth Advisors Group first reported a position in ELV in Q2 2019 and has held it in 28 quarters since. The position peaked at $596K in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,002 shares of Elevance Health worth $293K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 9 Elevance Health shares in Q1 2026, an estimated $2.96K.
  • Elevance Health made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #344 holding.
  • Sound View Wealth Advisors Group first reported a position in Elevance Health in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Elevance Health position peaked at $596K in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.