Wealthspire Advisors (New York)’s Elevance Health ELV Stock Holding History

Wealthspire Advisors (New York)’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	$225K	Sell	767 -2,123	-73%	-$698K	﹤0.01%	823
2025 Q4	$1.01M	Buy	2,890 +1,948	+207%	+$658K	0.01%	422
2025 Q3	$305K	Sell	942 -371	-28%	-$115K	﹤0.01%	662
2025 Q2	$511K	Buy	1,313 +712	+118%	+$286K	﹤0.01%	534
2025 Q1	$261K	Sell	601 -427	-42%	-$171K	﹤0.01%	672
2024 Q4	$379K	Buy	1,028 +188	+22%	+$78.7K	﹤0.01%	588
2024 Q3	$437K	Buy	840 +362	+76%	+$193K	﹤0.01%	523
2024 Q2	$259K	Sell	478 -32	-6%	-$16.9K	﹤0.01%	571
2024 Q1	$264K	Sell	510 -219	-30%	-$109K	﹤0.01%	541
2023 Q4	$344K	Buy	729 +48	+7%	+$22.2K	﹤0.01%	496
2023 Q3	$297K	Sell	681 -1,355	-67%	-$615K	﹤0.01%	486
2023 Q2	$905K	Sell	2,036 -31	-1%	-$14.3K	0.01%	262
2023 Q1	$950K	Sell	2,067 -399	-16%	-$190K	0.02%	250
2022 Q4	$1.26M	Buy	2,466 +2,024	+458%	+$1.03M	0.02%	216
2022 Q3	$201K	Sell	442 -231	-34%	-$111K	﹤0.01%	478
2022 Q2	$325K	Buy	+673	New	+$333K	0.01%	383
2022 Q1	–	Sell	-856	Closed	-$397K	–	469
2021 Q4	$397K	Sell	856 -310	-27%	-$130K	0.01%	360
2021 Q3	$435K	Buy	+1,166	New	+$443K	0.01%	382
2021 Q2	–	Sell	-3,236	Closed	-$1.16M	–	467
2021 Q1	$1.16M	Buy	3,236 +172	+6%	+$55.3K	0.03%	238
2020 Q4	$984K	Buy	3,064 +1,074	+54%	+$330K	0.03%	207
2020 Q3	$534K	Buy	1,990 +422	+27%	+$114K	0.03%	173
2020 Q2	$412K	Sell	1,568 -1,933	-55%	-$516K	0.03%	171
2020 Q1	$795K	Buy	+3,501	New	+$954K	0.03%	227
2019 Q1	–	Sell	-189	Closed	-$50K	–	267
2018 Q4	$50K	Buy	+189	New	+$52K	﹤0.01%	183

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wealthspire Advisors (New York)'s ELV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Elevance Health (ELV) stake by 73% in Q1 2026, selling an estimated $698K and leaving 767 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Wealthspire Advisors (New York) first reported a position in ELV in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.26M in Q4 2022. 1,465 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Wealthspire Advisors (New York) held 767 shares of Elevance Health worth $225K as of Q1 2026.
Wealthspire Advisors (New York) sold 2,123 Elevance Health shares in Q1 2026, an estimated $698K.
Elevance Health made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #823 holding.
Wealthspire Advisors (New York) first reported a position in Elevance Health in Q4 2018 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s Elevance Health position peaked at $1.26M in Q4 2022.
1,465 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.