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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
Q2 		$3.55M Buy
9,187
+28
+0.3% +$10.4K 2.49% 5
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 $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

Twin City Private Wealth's ELV Position: Q2 2026 in Review

Twin City Private Wealth increased its Elevance Health (ELV) stake by 0.31% in Q2 2026, buying an estimated $10.4K and bringing the position to 9,187 shares worth $3.55M. The position accounts for 2.49% of the portfolio, ranked #5.

Twin City Private Wealth first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Twin City Private Wealth held 9,187 shares of Elevance Health worth $3.55M as of Q2 2026.
  • Twin City Private Wealth bought 28 Elevance Health shares in Q2 2026, an estimated $10.4K.
  • Elevance Health made up 2.49% of Twin City Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Twin City Private Wealth first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.