TWD
ELV icon

True Wealth Design’s Elevance Health ELV Stock Holding History

True Wealth Design’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 		$61.9K Buy
160
+37
+30% +$13.7K 0.01% 411
2026
Q1 		$36K Buy
123
+46
+60% +$15.1K 0.01% 495
2025
Q4 		$27K Sell
77
-40
-34% -$13.5K 0.01% 508
2025
Q3 		$37.9K Buy
117
+95
+432% +$29.5K 0.01% 397
2025
Q2 		$8.65K Sell
22
-1
-4% -$402 ﹤0.01% 629
2025
Q1 		$10.1K Buy
23
+17
+283% +$6.82K ﹤0.01% 471
2024
Q4 		$2.3K Sell
6
-1
-14% -$418 ﹤0.01% 703
2024
Q3 		$3.64K Hold
7
– – ﹤0.01% 643
2024
Q2 		$3.79K Hold
7
– – ﹤0.01% 300
2024
Q1 		$3.63K Buy
7
+3
+75% +$1.49K ﹤0.01% 298
2023
Q4 		$1.89K Hold
4
– – ﹤0.01% 310
2023
Q3 		$1.74K Hold
4
– – ﹤0.01% 277
2023
Q2 		$1.78K Hold
4
– – ﹤0.01% 281
2023
Q1 		$1.84K Hold
4
– – ﹤0.01% 339
2022
Q4 		$2.05K Buy
+4
New +$2.03K ﹤0.01% 297

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

True Wealth Design's ELV Position: Q2 2026 in Review

True Wealth Design increased its Elevance Health (ELV) stake by 30% in Q2 2026, buying an estimated $13.7K and bringing the position to 160 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #411.

True Wealth Design first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • True Wealth Design held 160 shares of Elevance Health worth $61.9K as of Q2 2026.
  • True Wealth Design bought 37 Elevance Health shares in Q2 2026, an estimated $13.7K.
  • Elevance Health made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #411 holding.
  • True Wealth Design first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.