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Strategic Family Wealth Counselors’s Elevance Health ELV Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-694
Closed -$255K – 181
2025
Q4 		$255K Buy
+694
New +$235K 0.06% 188

Other funds holding ELV

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

Strategic Family Wealth Counselors's ELV Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 694 shares — an estimated $255K sold.

Strategic Family Wealth Counselors first reported a position in ELV in Q4 2025 and held it in 1 quarter. The position peaked at $255K in Q4 2025. 1,469 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 694 Elevance Health shares in Q1 2026, an estimated $255K.
  • Strategic Family Wealth Counselors first reported a position in Elevance Health in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Elevance Health position peaked at $255K in Q4 2025.
  • 1,469 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.