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

Western Wealth Management’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 		$1.46M Buy
3,786
+48
+1% +$17.8K 0.05% 373
2026
Q1 		$1.09M Buy
3,738
+2,516
+206% +$827K 0.04% 419
2025
Q4 		$428K Buy
1,222
+292
+31% +$98.7K 0.02% 560
2025
Q3 		$301K Buy
930
+39
+4% +$12.1K 0.02% 596
2025
Q2 		$346K Sell
891
-27
-3% -$10.9K 0.02% 519
2025
Q1 		$399K Sell
918
-2,014
-69% -$808K 0.03% 444
2024
Q4 		$1.08M Buy
2,932
+232
+9% +$97.1K 0.06% 294
2024
Q3 		$1.4M Buy
2,700
+1,788
+196% +$955K 0.08% 249
2024
Q2 		$494K Sell
912
-22
-2% -$11.6K 0.04% 373
2024
Q1 		$484K Sell
934
-1,927
-67% -$958K 0.04% 373
2023
Q4 		$1.35M Sell
2,861
-149
-5% -$68.9K 0.1% 218
2023
Q3 		$1.31M Buy
3,010
+36
+1% +$16.3K 0.11% 192
2023
Q2 		$1.32M Buy
2,974
+97
+3% +$44.7K 0.11% 188
2023
Q1 		$1.32M Buy
2,877
+37
+1% +$17.6K 0.12% 182
2022
Q4 		$1.46M Sell
2,840
-671
-19% -$341K 0.15% 166
2022
Q3 		$1.74M Buy
3,511
+486
+16% +$233K 0.1% 206
2022
Q2 		$1.46M Sell
3,025
-142
-4% -$70.2K 0.08% 237
2022
Q1 		$1.55M Buy
3,167
+2,218
+234% +$1.01M 0.08% 249
2021
Q4 		$438K Buy
+949
New +$399K 0.04% 358
2021
Q2 		$933K Buy
2,448
+1,694
+225% +$647K 0.1% 221
2021
Q1 		$271K Sell
754
-25
-3% -$8.04K 0.04% 428
2020
Q4 		$250K Buy
+779
New +$239K 0.04% 392

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

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

Western Wealth Management increased its Elevance Health (ELV) stake by 1.3% in Q2 2026, buying an estimated $17.8K and bringing the position to 3,786 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #373.

Western Wealth Management first reported a position in ELV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.74M in Q3 2022. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Western Wealth Management held 3,786 shares of Elevance Health worth $1.46M as of Q2 2026.
  • Western Wealth Management bought 48 Elevance Health shares in Q2 2026, an estimated $17.8K.
  • Elevance Health made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Western Wealth Management first reported a position in Elevance Health in Q4 2020 and has held it in 22 quarters since.
  • Western Wealth Management's Elevance Health position peaked at $1.74M in Q3 2022.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.