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

Wealth Enhancement Trust 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 		$1.53M Sell
3,951
-948
-19% -$352K 0.17% 117
2026
Q1 		$1.43M Sell
4,899
-9
-0.2% -$2.96K 0.17% 112
2025
Q4 		$1.72M Buy
+4,908
New +$1.66M 0.22% 88

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's ELV Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Elevance Health (ELV) stake by 19% in Q2 2026, selling an estimated $352K and leaving 3,951 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #117.

Wealth Enhancement Trust Services first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,951 shares of Elevance Health worth $1.53M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 948 Elevance Health shares in Q2 2026, an estimated $352K.
  • Elevance Health made up 0.17% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #117 holding.
  • Wealth Enhancement Trust Services first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Elevance Health position peaked at $1.72M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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