WPC
ELV icon

Wedmont Private Capital’s Elevance Health ELV Stock Holding History

Wedmont Private Capital’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
Q3 		$1.37M Buy
3,409
+314
+10% +$125K 0.03% 302
2026
Q2 		$1.29M Buy
3,095
+1,658
+115% +$615K 0.04% 281
2026
Q1 		$457K Sell
1,437
-476
-25% -$156K 0.01% 523
2025
Q4 		$702K Buy
1,913
+373
+24% +$126K 0.02% 375
2025
Q3 		$551K Buy
1,540
+179
+13% +$55.7K 0.02% 440
2025
Q2 		$472K Sell
1,361
-122
-8% -$49.1K 0.02% 446
2025
Q1 		$652K Buy
1,483
+365
+33% +$147K 0.03% 317
2024
Q4 		$426K Sell
1,118
-1,230
-52% -$515K 0.02% 432
2024
Q3 		$1.16M Buy
2,348
+265
+13% +$142K 0.07% 184
2024
Q2 		$1.12M Buy
2,083
+230
+12% +$122K 0.07% 175
2024
Q1 		$953K Buy
1,853
+86
+5% +$42.8K 0.07% 189
2023
Q4 		$848K Buy
1,767
+536
+44% +$248K 0.07% 194
2023
Q3 		$558K Sell
1,231
-6
-0.5% -$2.72K 0.06% 230
2023
Q2 		$543K Buy
1,237
+13
+1% +$6K 0.06% 227
2023
Q1 		$594K Sell
1,224
-253
-17% -$120K 0.08% 192
2022
Q4 		$702K Buy
1,477
+155
+12% +$78.7K 0.11% 149
2022
Q3 		$601K Buy
1,322
+232
+21% +$111K 0.12% 136
2022
Q2 		$526K Buy
1,090
+143
+15% +$70.7K 0.11% 134
2022
Q1 		$463K Buy
947
+289
+44% +$132K 0.1% 154
2021
Q4 		$294K Buy
+658
New +$277K 0.09% 174

Other funds holding ELV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Wedmont Private Capital's ELV Position: Q3 2026 in Review

Wedmont Private Capital increased its Elevance Health (ELV) stake by 10% in Q3 2026, buying an estimated $125K and bringing the position to 3,409 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #302.

Wedmont Private Capital first reported a position in ELV in Q4 2021 and has held it in 20 quarters since. 64 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Wedmont Private Capital held 3,409 shares of Elevance Health worth $1.37M as of Q3 2026.
  • Wedmont Private Capital bought 314 Elevance Health shares in Q3 2026, an estimated $125K.
  • Elevance Health made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #302 holding.
  • Wedmont Private Capital first reported a position in Elevance Health in Q4 2021 and has held it in 20 quarters since.
  • 64 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.