Western Pacific Wealth Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$538K Buy
1,391
+444
+47% +$165K 0.49% 28
2026
Q1
$277K Buy
+947
New +$311K 0.28% 47
2024
Q4
Sell
-142
Closed -$73.8K 230
2024
Q3
$73.8K Hold
142
0.05% 145
2024
Q2
$76.9K Buy
142
+21
+17% +$11.1K 0.06% 120
2024
Q1
$62.7K Buy
+121
New +$60.2K 0.05% 131
2023
Q1
Sell
-114
Closed -$58.5K 306
2022
Q4
$58.5K Buy
114
+41
+56% +$20.8K 0.05% 120
2022
Q3
$33K Buy
+73
New +$34.9K 0.03% 138

Other funds holding ELV

Western Pacific Wealth Management's ELV Position: Q2 2026 in Review

Western Pacific Wealth Management increased its Elevance Health (ELV) stake by 47% in Q2 2026, buying an estimated $165K and bringing the position to 1,391 shares worth $538K. The position accounts for 0.49% of the portfolio, ranked #28.

Western Pacific Wealth Management first reported a position in ELV in Q3 2022 and has held it in 7 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Western Pacific Wealth Management held 1,391 shares of Elevance Health worth $538K as of Q2 2026.
  • Western Pacific Wealth Management bought 444 Elevance Health shares in Q2 2026, an estimated $165K.
  • Elevance Health made up 0.49% of Western Pacific Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Western Pacific Wealth Management first reported a position in Elevance Health in Q3 2022 and has held it in 7 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.