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Wealth Management Associates’s Elevance Health ELV Stock Holding History

Wealth Management Associates’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 		$407K Buy
+1,053
New +$391K 0.11% 155
2025
Q3 		– Sell
-1,053
Closed -$410K – 236
2025
Q2 		$410K Hold
1,053
– – 0.16% 125
2025
Q1 		$458K Hold
1,053
– – 0.2% 98
2024
Q4 		$389K Sell
1,053
-334
-24% -$140K 0.17% 117
2024
Q3 		$721K Hold
1,387
– – 0.32% 67
2024
Q2 		$752K Hold
1,387
– – 0.35% 61
2024
Q1 		$752K Sell
1,387
-28
-2% -$13.9K 0.35% 61
2023
Q4 		$667K Buy
1,415
+56
+4% +$25.9K 0.35% 66
2023
Q3 		$592K Buy
1,359
+15
+1% +$6.8K 0.35% 68
2023
Q2 		$597K Sell
1,344
-16
-1% -$7.38K 0.34% 68
2023
Q1 		$625K Hold
1,360
– – 0.39% 66
2022
Q4 		$698K Buy
1,360
+55
+4% +$27.9K 0.46% 55
2022
Q3 		$593K Hold
1,305
– – 0.42% 61
2022
Q2 		$630K Buy
1,305
+45
+4% +$22.3K 0.43% 52
2022
Q1 		$619K Buy
1,260
+39
+3% +$17.8K 0.35% 70
2021
Q4 		$566K Buy
1,221
+168
+16% +$70.7K 0.3% 86
2021
Q3 		$393K Hold
1,053
– – 0.23% 114
2021
Q2 		$402K Hold
1,053
– – 0.23% 120
2021
Q1 		$378K Hold
1,053
– – 0.24% 108
2020
Q4 		$338K Hold
1,053
– – 0.22% 115
2020
Q3 		$283K Hold
1,053
– – 0.22% 115
2020
Q2 		$277K Buy
1,053
+53
+5% +$14.1K 0.23% 106
2020
Q1 		$227K Hold
1,000
– – 0.23% 99
2019
Q4 		$302K Hold
1,000
– – 0.22% 107
2019
Q3 		$240K Hold
1,000
– – 0.19% 124
2019
Q2 		$282K Hold
1,000
– – 0.28% 74
2019
Q1 		$287K Hold
1,000
– – 0.31% 71
2018
Q4 		$263K Buy
+1,000
New +$275K 0.35% 65

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 Management Associates's ELV Position: Q2 2026 in Review

Wealth Management Associates opened a new position in Elevance Health (ELV) in Q2 2026: 1,053 shares worth $407K. The stake represents 0.11% of the portfolio and ranks #155 among its holdings. This is a return to the name: Wealth Management Associates previously reported a position in ELV as recently as Q2 2025.

Wealth Management Associates first reported a position in ELV in Q4 2018 and has held it in 28 quarters since. The position peaked at $752K in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Wealth Management Associates held 1,053 shares of Elevance Health worth $407K as of Q2 2026.
  • Elevance Health was a new Wealth Management Associates position in Q2 2026.
  • Elevance Health made up 0.11% of Wealth Management Associates's portfolio in Q2 2026, its #155 holding.
  • Wealth Management Associates first reported a position in Elevance Health in Q4 2018 and has held it in 28 quarters since.
  • Wealth Management Associates's Elevance Health position peaked at $752K in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.