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Wealthedge Investment Advisors’s Elevance Health ELV Stock Holding History

Wealthedge Investment Advisors’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 		– Sell
-4,493
Closed -$1.58M – 149
2025
Q4 		$1.58M Sell
4,493
-3,946
-47% -$1.33M 0.58% 50
2025
Q3 		$2.73M Buy
+8,439
New +$2.62M 1.03% 30

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wealthedge Investment Advisors's ELV Position: Q1 2026 in Review

Wealthedge Investment Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 4,493 shares — an estimated $1.58M sold.

Wealthedge Investment Advisors first reported a position in ELV in Q3 2025 and held it in 2 quarters. The position peaked at $2.73M in Q3 2025. 1,470 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Wealthedge Investment Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 4,493 Elevance Health shares in Q1 2026, an estimated $1.58M.
  • Wealthedge Investment Advisors first reported a position in Elevance Health in Q3 2025 and held it in 2 quarters.
  • Wealthedge Investment Advisors's Elevance Health position peaked at $2.73M in Q3 2025.
  • 1,470 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.