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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Westfuller Advisors's ELV Position: Q1 2026 in Review

Westfuller Advisors reduced its Elevance Health (ELV) stake by 7.8% in Q1 2026, selling an estimated $11.2K and leaving 401 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #186.

Westfuller Advisors first reported a position in ELV in Q3 2025 and has held it in 3 quarters since. The position peaked at $153K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Westfuller Advisors held 401 shares of Elevance Health worth $117K as of Q1 2026.
  • Westfuller Advisors sold 34 Elevance Health shares in Q1 2026, an estimated $11.2K.
  • Elevance Health made up 0.05% of Westfuller Advisors's portfolio in Q1 2026, its #186 holding.
  • Westfuller Advisors first reported a position in Elevance Health in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Elevance Health position peaked at $153K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.