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WCG Wealth Advisors’s Elevance Health ELV Stock Holding History

WCG 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
Q2 		$8.79M Buy
+22,721
New +$8.43M 0.21% 114
2025
Q3 		– Sell
-10,276
Closed -$4M – 341
2025
Q2 		$4M Buy
+10,276
New +$4.13M 0.26% 100
2022
Q4 		– Sell
-5,875
Closed -$2.84M – 188
2022
Q3 		$2.84M Buy
5,875
+169
+3% +$80.9K 0.38% 59
2022
Q2 		$2.75M Buy
+5,706
New +$2.82M 0.38% 61

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's ELV Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 22,721 shares worth $8.79M. The stake represents 0.21% of the portfolio and ranks #114 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in ELV as recently as Q2 2025.

WCG Wealth Advisors first reported a position in ELV in Q2 2022 and has held it in 4 quarters since. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • WCG Wealth Advisors held 22,721 shares of Elevance Health worth $8.79M as of Q2 2026.
  • Elevance Health was a new WCG Wealth Advisors position in Q2 2026.
  • Elevance Health made up 0.21% of WCG Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • WCG Wealth Advisors first reported a position in Elevance Health in Q2 2022 and has held it in 4 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.