Westfuller Advisors
ELV icon

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
Q3 		$115K Buy
295
+3
+1% +$1.2K 0.03% 232
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% +$4.06K 0.06% 176
2025
Q3 		$137K Buy
+423
New +$132K 0.06% 184

Other funds holding ELV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Westfuller Advisors's ELV Position: Q3 2026 in Review

Westfuller Advisors increased its Elevance Health (ELV) stake by 1% in Q3 2026, buying an estimated $1.2K and bringing the position to 295 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #232.

Westfuller Advisors first reported a position in ELV in Q3 2025 and has held it in 5 quarters since. The position peaked at $153K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Westfuller Advisors held 295 shares of Elevance Health worth $115K as of Q3 2026.
  • Westfuller Advisors bought 3 Elevance Health shares in Q3 2026, an estimated $1.2K.
  • Elevance Health made up 0.03% of Westfuller Advisors's portfolio in Q3 2026, its #232 holding.
  • Westfuller Advisors first reported a position in Elevance Health in Q3 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's Elevance Health position peaked at $153K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.