Wealth Enhancement Advisory Services
ELV icon

Wealth Enhancement Advisory Services’s Elevance Health ELV Stock Holding History

Wealth Enhancement Advisory Services’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 		$13.7M Sell
34,065
-28,543
-46% -$10.6M 0.02% 555
2026
Q1 		$18.4M Buy
62,608
+18,342
+41% +$6.03M 0.04% 419
2025
Q4 		$16.4M Buy
44,266
+1,144
+3% +$387K 0.02% 536
2025
Q3 		$15.4M Sell
43,122
-20,231
-32% -$6.29M 0.02% 516
2025
Q2 		$22M Buy
63,353
+35,787
+130% +$14.4M 0.04% 395
2025
Q1 		$12M Buy
27,566
+7,410
+37% +$2.97M 0.02% 529
2024
Q4 		$7.44M Sell
20,156
-271
-1% -$113K 0.01% 658
2024
Q3 		$10.6M Buy
20,427
+6,098
+43% +$3.26M 0.02% 499
2024
Q2 		$7.76M Buy
14,329
+2,985
+26% +$1.58M 0.02% 560
2024
Q1 		$5.88M Buy
11,344
+877
+8% +$436K 0.02% 621
2023
Q4 		$4.94M Buy
10,467
+1,099
+12% +$508K 0.01% 616
2023
Q3 		$4.08M Buy
+9,368
New +$4.25M 0.01% 632
2023
Q2 		– Sell
-504
Closed -$232K – 531
2023
Q1 		$232K Buy
+504
New +$240K ﹤0.01% 485
2021
Q2 		– Sell
-14,510
Closed -$5.11M – 280
2021
Q1 		$5.11M Buy
14,510
+511
+4% +$164K 0.09% 94
2020
Q4 		$4.57M Buy
+13,999
New +$4.3M 0.1% 81
2020
Q2 		– Sell
-10,903
Closed -$2.92M – 224
2020
Q1 		$2.92M Buy
10,903
+5,652
+108% +$1.54M 0.1% 85
2019
Q4 		$1.59M Buy
+5,251
New +$1.45M 0.06% 132
2018
Q3 		– Sell
-4,672
Closed -$1.16M – 178
2018
Q2 		$1.16M Buy
4,672
+203
+5% +$47K 0.07% 103
2018
Q1 		$985K Sell
4,469
-3,216
-42% -$755K 0.07% 108
2017
Q4 		$1.84M Buy
+7,685
New +$1.64M 0.13% 82
2017
Q1 		– Sell
-13,698
Closed -$1.97M – 147
2016
Q4 		$1.97M Buy
+13,698
New +$1.83M 0.24% 56

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 Enhancement Advisory Services's ELV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Elevance Health (ELV) stake by 46% in Q2 2026, selling an estimated $10.6M and leaving 34,065 shares worth $13.7M. The position accounts for 0.02% of the portfolio, ranked #555.

Wealth Enhancement Advisory Services first reported a position in ELV in Q4 2016 and has held it in 21 quarters since. The position peaked at $22M in Q2 2025. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 34,065 shares of Elevance Health worth $13.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 28,543 Elevance Health shares in Q2 2026, an estimated $10.6M.
  • Elevance Health made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #555 holding.
  • Wealth Enhancement Advisory Services first reported a position in Elevance Health in Q4 2016 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's Elevance Health position peaked at $22M in Q2 2025.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.