Wealth Advisory Solutions’s Elevance Health ELV Stock Holding History

Wealth Advisory Solutions’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	$266K	Hold	907	–	–	0.06%	114
2025 Q4	$318K	Hold	907	–	–	0.07%	106
2025 Q3	$293K	Hold	907	–	–	0.07%	114
2025 Q2	$353K	Hold	907	–	–	0.09%	107
2025 Q1	$395K	Hold	907	–	–	0.1%	99
2024 Q4	$335K	Sell	907 -1	-0.1%	-$418	0.09%	96
2024 Q3	$472K	Hold	908	–	–	0.13%	87
2024 Q2	$492K	Hold	908	–	–	0.13%	84
2024 Q1	$471K	Buy	908 +158	+21%	+$78.6K	0.12%	85
2023 Q4	$354K	Sell	750 -158	-17%	-$73.1K	0.12%	67
2023 Q3	$395K	Buy	+908	New	+$412K	0.08%	100
2023 Q2	–	Sell	-912	Closed	-$419K	–	104
2023 Q1	$419K	Hold	912	–	–	0.11%	88
2022 Q4	$468K	Hold	912	–	–	0.13%	95
2022 Q3	$414K	Sell	912 -490	-35%	-$234K	0.11%	100
2022 Q2	$677K	Buy	1,402 +221	+19%	+$109K	0.17%	88
2022 Q1	$580K	Buy	+1,181	New	+$540K	0.12%	99
2021 Q3	$965K	Buy	2,589 +265	+11%	+$101K	0.21%	84
2021 Q2	$887K	Buy	+2,324	New	+$888K	0.21%	90

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

Wealth Advisory Solutions's ELV Position: Q1 2026 in Review

Wealth Advisory Solutions held its Elevance Health (ELV) position steady in Q1 2026 at 907 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #114.

Wealth Advisory Solutions first reported a position in ELV in Q2 2021 and has held it in 18 quarters since. The position peaked at $965K in Q3 2021. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Wealth Advisory Solutions held 907 shares of Elevance Health worth $266K as of Q1 2026.
Wealth Advisory Solutions left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up 0.06% of Wealth Advisory Solutions's portfolio in Q1 2026, its #114 holding.
Wealth Advisory Solutions first reported a position in Elevance Health in Q2 2021 and has held it in 18 quarters since.
Wealth Advisory Solutions's Elevance Health position peaked at $965K in Q3 2021.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.