SWA
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Stratos Wealth Advisors’s Elevance Health ELV Stock Holding History

Stratos 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 		$226K Sell
585
-155
-21% -$57.5K 0.01% 579
2026
Q1 		$217K Sell
740
-482
-39% -$158K 0.01% 568
2025
Q4 		$428K Sell
1,222
-36
-3% -$12.2K 0.02% 464
2025
Q3 		$406K Buy
+1,258
New +$391K 0.02% 492
2025
Q2 		– Sell
-504
Closed -$220K – 681
2025
Q1 		$220K Buy
+504
New +$202K 0.01% 608
2024
Q4 		– Sell
-871
Closed -$453K – 730
2024
Q3 		$453K Buy
871
+3
+0.3% +$1.6K 0.02% 518
2024
Q2 		$471K Buy
868
+215
+33% +$114K 0.02% 483
2024
Q1 		$339K Sell
653
-12
-2% -$5.97K 0.02% 537
2023
Q4 		$314K Buy
665
+6
+0.9% +$2.77K 0.02% 547
2023
Q3 		$287K Buy
659
+21
+3% +$9.53K 0.02% 539
2023
Q2 		$284K Sell
638
-12
-2% -$5.54K 0.02% 520
2023
Q1 		$299K Sell
650
-2,212
-77% -$1.05M 0.02% 492
2022
Q4 		$1.47M Buy
2,862
+1,915
+202% +$972K 0.12% 228
2022
Q3 		$430K Sell
947
-74
-7% -$35.4K 0.05% 375
2022
Q2 		$493K Buy
1,021
+48
+5% +$23.7K 0.04% 366
2022
Q1 		$478K Buy
973
+257
+36% +$117K 0.04% 381
2021
Q4 		$332K Buy
+716
New +$301K 0.02% 449

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

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

Stratos Wealth Advisors reduced its Elevance Health (ELV) stake by 21% in Q2 2026, selling an estimated $57.5K and leaving 585 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #579.

Stratos Wealth Advisors first reported a position in ELV in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.47M in Q4 2022. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Stratos Wealth Advisors held 585 shares of Elevance Health worth $226K as of Q2 2026.
  • Stratos Wealth Advisors sold 155 Elevance Health shares in Q2 2026, an estimated $57.5K.
  • Elevance Health made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #579 holding.
  • Stratos Wealth Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 17 quarters since.
  • Stratos Wealth Advisors's Elevance Health position peaked at $1.47M in Q4 2022.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.