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Westfuller Advisors’s Elevance Health ELV Stock Holding History

Westfuller 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
Q2 		$113K Sell
292
-109
-27% -$40.4K 0.04% 217
2026
Q1 		$117K Sell
401
-34
-8% -$11.2K 0.05% 186
2025
Q4 		$153K Buy
435
+12
+3% +$4.05K 0.06% 176
2025
Q3 		$137K Buy
+423
New +$132K 0.06% 184

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

Westfuller Advisors's ELV Position: Q2 2026 in Review

Westfuller Advisors reduced its Elevance Health (ELV) stake by 27% in Q2 2026, selling an estimated $40.4K and leaving 292 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #217.

Westfuller Advisors first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. The position peaked at $153K in Q4 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Westfuller Advisors held 292 shares of Elevance Health worth $113K as of Q2 2026.
  • Westfuller Advisors sold 109 Elevance Health shares in Q2 2026, an estimated $40.4K.
  • Elevance Health made up 0.04% of Westfuller Advisors's portfolio in Q2 2026, its #217 holding.
  • Westfuller Advisors first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Elevance Health position peaked at $153K in Q4 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.