U.S. Capital Wealth Advisors’s Elevance Health ELV Stock Holding History

U.S. Capital 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 Q1	$584K	Sell	1,995 -118	-6%	-$38.8K	0.01%	646
2025 Q4	$741K	Buy	2,113 +711	+51%	+$240K	0.02%	561
2025 Q3	$453K	Buy	1,402 +813	+138%	+$253K	0.01%	657
2025 Q2	$229K	Buy	589 +60	+11%	+$24.1K	0.01%	799
2025 Q1	$230K	Buy	+529	New	+$212K	0.01%	773
2023 Q4	–	Sell	-4,161	Closed	-$1.81M	–	675
2023 Q3	$1.81M	Sell	4,161 -1	-0%	-$454	0.08%	219
2023 Q2	$1.85M	Sell	4,162 -391	-9%	-$180K	0.09%	223
2023 Q1	$2.09M	Buy	4,553 +297	+7%	+$141K	0.1%	199
2022 Q4	$2.18M	Buy	4,256 +60	+1%	+$30.5K	0.1%	190
2022 Q3	$1.91M	Sell	4,196 -5,349	-56%	-$2.56M	0.1%	197
2022 Q2	$4.61M	Sell	9,545 -8	-0.1%	-$3.96K	0.2%	102
2022 Q1	$4.69M	Buy	9,553 +239	+3%	+$109K	0.17%	125
2021 Q4	$4.32M	Sell	9,314 -180	-2%	-$75.7K	0.17%	133
2021 Q3	$3.54M	Buy	+9,494	New	+$3.61M	0.15%	151

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

U.S. Capital Wealth Advisors's ELV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Elevance Health (ELV) stake by 5.6% in Q1 2026, selling an estimated $38.8K and leaving 1,995 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #646.

U.S. Capital Wealth Advisors first reported a position in ELV in Q3 2021 and has held it in 14 quarters since. The position peaked at $4.69M in Q1 2022. 1,463 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

U.S. Capital Wealth Advisors held 1,995 shares of Elevance Health worth $584K as of Q1 2026.
U.S. Capital Wealth Advisors sold 118 Elevance Health shares in Q1 2026, an estimated $38.8K.
Elevance Health made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #646 holding.
U.S. Capital Wealth Advisors first reported a position in Elevance Health in Q3 2021 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's Elevance Health position peaked at $4.69M in Q1 2022.
1,463 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.