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Spire Wealth Management’s Elevance Health ELV Stock Holding History

Spire 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
Q2 		$76.2K Buy
197
+5
+3% +$1.85K ﹤0.01% 1058
2026
Q1 		$56.2K Sell
192
-5
-3% -$1.64K ﹤0.01% 1139
2025
Q4 		$69.1K Sell
197
-73
-27% -$24.7K ﹤0.01% 1087
2025
Q3 		$87.1K Sell
270
-19
-7% -$5.91K ﹤0.01% 1039
2025
Q2 		$112K Sell
289
-173
-37% -$69.6K ﹤0.01% 933
2025
Q1 		$201K Buy
462
+9
+2% +$3.61K 0.01% 824
2024
Q4 		$167K Sell
453
-229
-34% -$95.8K 0.01% 873
2024
Q3 		$355K Sell
682
-62
-8% -$33.1K 0.01% 598
2024
Q2 		$403K Sell
744
-182
-20% -$96.2K 0.01% 535
2024
Q1 		$480K Sell
926
-130
-12% -$64.7K 0.01% 522
2023
Q4 		$491K Buy
1,056
+124
+13% +$57.3K 0.02% 521
2023
Q3 		$406K Sell
932
-25
-3% -$11.3K 0.02% 520
2023
Q2 		$425K Sell
957
-15,376
-94% -$7.09M 0.02% 533
2023
Q1 		$7.51M Buy
16,333
+2,513
+18% +$1.2M 0.29% 73
2022
Q4 		$7.09M Sell
13,820
-708
-5% -$359K 0.4% 57
2022
Q3 		$6.6M Sell
14,528
-4,722
-25% -$2.26M 0.4% 59
2022
Q2 		$9.29M Sell
19,250
-6,868
-26% -$3.4M 0.38% 65
2022
Q1 		$13M Buy
26,118
+24,012
+1,140% +$11M 0.35% 76
2021
Q4 		$1.17M Sell
2,106
-787
-27% -$331K 0.03% 430
2021
Q3 		$1.26M Sell
2,893
-917
-24% -$348K 0.03% 360
2021
Q2 		$1.48M Buy
3,810
+2,400
+170% +$917K 0.04% 339
2021
Q1 		$521K Buy
+1,410
New +$453K 0.01% 657

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spire Wealth Management's ELV Position: Q2 2026 in Review

Spire Wealth Management increased its Elevance Health (ELV) stake by 2.6% in Q2 2026, buying an estimated $1.85K and bringing the position to 197 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Spire Wealth Management first reported a position in ELV in Q1 2021 and has held it in 22 quarters since. The position peaked at $13M in Q1 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Spire Wealth Management held 197 shares of Elevance Health worth $76.2K as of Q2 2026.
  • Spire Wealth Management bought 5 Elevance Health shares in Q2 2026, an estimated $1.85K.
  • Elevance Health made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1058 holding.
  • Spire Wealth Management first reported a position in Elevance Health in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Elevance Health position peaked at $13M in Q1 2022.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.