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Strategic Wealth Partners’s Elevance Health ELV Stock Holding History

Strategic Wealth Partners’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 		$134K Sell
458
-247
-35% -$81.2K 0.01% 355
2025
Q4 		$247K Sell
705
-1,703
-71% -$575K 0.02% 292
2025
Q3 		$778K Sell
2,408
-1,811
-43% -$563K 0.06% 181
2025
Q2 		$1.64M Buy
+4,219
New +$1.7M 0.13% 116
2024
Q4 		$1.64M Sell
4,192
-708
-14% -$296K 0.14% 116
2024
Q3 		$2.55M Sell
4,900
-1,924
-28% -$1.03M 0.24% 92
2024
Q2 		$3.7M Sell
6,824
-16
-0.2% -$8.46K 0.39% 79
2024
Q1 		$3.55M Buy
6,840
+172
+3% +$85.5K 0.39% 82
2023
Q4 		$3.14M Sell
6,668
-236
-3% -$109K 0.39% 81
2023
Q3 		$3.01M Sell
6,904
-87
-1% -$39.5K 0.4% 74
2023
Q2 		$3.11M Buy
6,991
+6,367
+1,020% +$2.94M 0.4% 76
2023
Q1 		$287K Buy
+624
New +$297K 0.04% 219
2020
Q2 		– Sell
-810
Closed -$245K – 140
2020
Q1 		$245K Buy
+810
New +$221K 0.13% 124
2019
Q4 		– Sell
-1,359
Closed -$110K – 233
2019
Q3 		$110K Sell
1,359
-3,307
-71% -$906K 0.56% 51
2019
Q2 		$1.32M Sell
4,666
-482
-9% -$132K 0.64% 44
2019
Q1 		$1.48M Buy
5,148
+910
+21% +$263K 0.68% 41
2018
Q4 		$1.1M Sell
4,238
-26
-0.6% -$7.15K 0.55% 50
2018
Q3 		$1.17M Buy
4,264
+513
+14% +$133K 0.62% 50
2018
Q2 		$893K Buy
+3,751
New +$869K 0.52% 63

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

Strategic Wealth Partners's ELV Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Elevance Health (ELV) stake by 35% in Q1 2026, selling an estimated $81.2K and leaving 458 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #355.

Strategic Wealth Partners first reported a position in ELV in Q2 2018 and has held it in 19 quarters since. The position peaked at $3.7M in Q2 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Strategic Wealth Partners held 458 shares of Elevance Health worth $134K as of Q1 2026.
  • Strategic Wealth Partners sold 247 Elevance Health shares in Q1 2026, an estimated $81.2K.
  • Elevance Health made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #355 holding.
  • Strategic Wealth Partners first reported a position in Elevance Health in Q2 2018 and has held it in 19 quarters since.
  • Strategic Wealth Partners's Elevance Health position peaked at $3.7M in Q2 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.