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Twin City Private Wealth’s Elevance Health ELV Stock Holding History

Twin City Private 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
Q1 		$2.68M Buy
9,159
+4,392
+92% +$1.44M 2.03% 13
2025
Q4 		$1.67M Buy
4,767
+289
+6% +$97.7K 1.26% 29
2025
Q3 		$1.45M Sell
4,478
-428
-9% -$133K 1.13% 34
2025
Q2 		$1.91M Buy
4,906
+928
+23% +$373K 1.56% 23
2025
Q1 		$1.73M Sell
3,978
-163
-4% -$65.4K 1.52% 23
2024
Q4 		$1.53M Buy
4,141
+609
+17% +$255K 1.35% 29
2024
Q3 		$1.84M Buy
3,532
+163
+5% +$87.1K 1.59% 24
2024
Q2 		$1.83M Buy
3,369
+272
+9% +$144K 1.72% 20
2024
Q1 		$1.61M Buy
+3,097
New +$1.54M 1.58% 26

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

Twin City Private Wealth's ELV Position: Q1 2026 in Review

Twin City Private Wealth increased its Elevance Health (ELV) stake by 92% in Q1 2026, buying an estimated $1.44M and bringing the position to 9,159 shares worth $2.68M. The position accounts for 2.03% of the portfolio, ranked #13.

Twin City Private Wealth first reported a position in ELV in Q1 2024 and has held it in 9 quarters since. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Twin City Private Wealth held 9,159 shares of Elevance Health worth $2.68M as of Q1 2026.
  • Twin City Private Wealth bought 4,392 Elevance Health shares in Q1 2026, an estimated $1.44M.
  • Elevance Health made up 2.03% of Twin City Private Wealth's portfolio in Q1 2026, its #13 holding.
  • Twin City Private Wealth first reported a position in Elevance Health in Q1 2024 and has held it in 9 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.