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Wealth Alliance’s Elevance Health ELV Stock Holding History

Wealth Alliance’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 		$570K Sell
1,474
-220
-13% -$81.6K 0.05% 295
2026
Q1 		$496K Buy
1,694
+39
+2% +$12.8K 0.05% 298
2025
Q4 		$580K Buy
1,655
+63
+4% +$21.3K 0.06% 275
2025
Q3 		$515K Sell
1,592
-4
-0.3% -$1.24K 0.05% 291
2025
Q2 		$621K Buy
1,596
+401
+34% +$161K 0.07% 248
2025
Q1 		$520K Buy
1,195
+57
+5% +$22.9K 0.06% 268
2024
Q4 		$420K Sell
1,138
-212
-16% -$88.7K 0.05% 297
2024
Q3 		$702K Buy
1,350
+36
+3% +$19.2K 0.08% 213
2024
Q2 		$712K Sell
1,314
-10
-0.8% -$5.29K 0.09% 196
2024
Q1 		$687K Sell
1,324
-13
-1% -$6.46K 0.09% 216
2023
Q4 		$631K Sell
1,337
-6
-0.4% -$2.77K 0.09% 223
2023
Q3 		$585K Sell
1,343
-67
-5% -$30.4K 0.09% 216
2023
Q2 		$626K Buy
1,410
+13
+0.9% +$6K 0.09% 217
2023
Q1 		$643K Buy
1,397
+74
+6% +$35.2K 0.1% 202
2022
Q4 		$679K Sell
1,323
-107
-7% -$54.3K 0.12% 188
2022
Q3 		$650K Sell
1,430
-85
-6% -$40.7K 0.13% 175
2022
Q2 		$731K Sell
1,515
-80
-5% -$39.6K 0.14% 160
2022
Q1 		$783K Sell
1,595
-57
-3% -$26.1K 0.16% 145
2021
Q4 		$765K Buy
1,652
+30
+2% +$12.6K 0.15% 152
2021
Q3 		$605K Sell
1,622
-3
-0.2% -$1.14K 0.14% 171
2021
Q2 		$621K Sell
1,625
-7
-0.4% -$2.67K 0.15% 161
2021
Q1 		$586K Sell
1,632
-277
-15% -$89.1K 0.16% 148
2020
Q4 		$613K Buy
1,909
+51
+3% +$15.7K 0.18% 138
2020
Q3 		$499K Buy
1,858
+5
+0.3% +$1.34K 0.18% 144
2020
Q2 		$487K Buy
+1,853
New +$494K 0.19% 132

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

Wealth Alliance's ELV Position: Q2 2026 in Review

Wealth Alliance reduced its Elevance Health (ELV) stake by 13% in Q2 2026, selling an estimated $81.6K and leaving 1,474 shares worth $570K. The position accounts for 0.05% of the portfolio, ranked #295.

Wealth Alliance first reported a position in ELV in Q2 2020 and has held it in 25 quarters since. The position peaked at $783K in Q1 2022. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Wealth Alliance held 1,474 shares of Elevance Health worth $570K as of Q2 2026.
  • Wealth Alliance sold 220 Elevance Health shares in Q2 2026, an estimated $81.6K.
  • Elevance Health made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #295 holding.
  • Wealth Alliance first reported a position in Elevance Health in Q2 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Elevance Health position peaked at $783K in Q1 2022.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.