TPCW
ELV icon

TD Private Client Wealth’s Elevance Health ELV Stock Holding History

TD Private Client Wealth’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 		$163K Sell
422
-3,708
-90% -$1.38M ﹤0.01% 700
2026
Q1 		$1.21M Buy
4,130
+151
+4% +$49.6K 0.03% 334
2025
Q4 		$1.39M Buy
3,979
+926
+30% +$313K 0.03% 306
2025
Q3 		$986K Sell
3,053
-495
-14% -$154K 0.02% 367
2025
Q2 		$1.38M Sell
3,548
-487
-12% -$196K 0.03% 300
2025
Q1 		$1.76M Buy
4,035
+1,351
+50% +$542K 0.05% 247
2024
Q4 		$990K Sell
2,684
-310
-10% -$130K 0.03% 359
2024
Q3 		$1.56M Buy
2,994
+129
+5% +$68.9K 0.04% 289
2024
Q2 		$1.55M Sell
2,865
-499
-15% -$264K 0.05% 281
2024
Q1 		$1.74M Buy
3,364
+302
+10% +$150K 0.06% 258
2023
Q4 		$1.44M Buy
3,062
+142
+5% +$65.7K 0.05% 275
2023
Q3 		$1.27M Buy
2,920
+365
+14% +$166K 0.06% 283
2023
Q2 		$1.14M Buy
2,555
+59
+2% +$27.2K 0.05% 308
2023
Q1 		$1.15M Sell
2,496
-40
-2% -$19K 0.05% 309
2022
Q4 		$1.3M Sell
2,536
-678
-21% -$344K 0.06% 279
2022
Q3 		$1.46M Sell
3,214
-400
-11% -$191K 0.07% 249
2022
Q2 		$1.74M Sell
3,614
-604
-14% -$299K 0.09% 228
2022
Q1 		$2.07M Buy
4,218
+51
+1% +$23.3K 0.09% 227
2021
Q4 		$1.93M Sell
4,167
-26
-0.6% -$10.9K 0.08% 240
2021
Q3 		$1.56M Sell
4,193
-3,796
-48% -$1.44M 0.07% 273
2021
Q2 		$3.05M Buy
7,989
+8
+0.1% +$3.06K 0.13% 171
2021
Q1 		$2.86M Sell
7,981
-547
-6% -$176K 0.13% 171
2020
Q4 		$2.74M Sell
8,528
-686
-7% -$211K 0.14% 160
2020
Q3 		$2.47M Sell
9,214
-1,950
-17% -$525K 0.14% 163
2020
Q2 		$2.94M Buy
11,164
+1,912
+21% +$510K 0.17% 133
2020
Q1 		$2.1M Buy
9,252
+1,701
+23% +$464K 0.15% 143
2019
Q4 		$2.28M Buy
+7,551
New +$2.08M 0.14% 159

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

TD Private Client Wealth's ELV Position: Q2 2026 in Review

TD Private Client Wealth reduced its Elevance Health (ELV) stake by 90% in Q2 2026, selling an estimated $1.38M and leaving 422 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

TD Private Client Wealth first reported a position in ELV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.05M in Q2 2021. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • TD Private Client Wealth held 422 shares of Elevance Health worth $163K as of Q2 2026.
  • TD Private Client Wealth sold 3,708 Elevance Health shares in Q2 2026, an estimated $1.38M.
  • Elevance Health made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #700 holding.
  • TD Private Client Wealth first reported a position in Elevance Health in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Elevance Health position peaked at $3.05M in Q2 2021.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.