WIM
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Westside Investment Management’s Elevance Health ELV Stock Holding History

Westside Investment 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 		– Sell
-3
Closed -$878 – 1462
2026
Q1 		$878 Hold
3
– – ﹤0.01% 1400
2025
Q4 		$1.05K Buy
+3
New +$1.01K ﹤0.01% 1381
2018
Q4 		– Sell
-77
Closed -$21.3K – 732
2018
Q3 		$21.3K Hold
77
– – 0.01% 350
2018
Q2 		$18.3K Sell
77
-5
-6% -$1.16K 0.01% 425
2018
Q1 		$18K Sell
82
-1
-1% -$235 0.01% 406
2017
Q4 		$19.2K Sell
83
-9
-10% -$1.92K 0.01% 415
2017
Q3 		$17.5K Sell
92
-3
-3% -$571 0.01% 414
2017
Q2 		$18.3K Sell
95
-700
-88% -$126K 0.01% 401
2017
Q1 		$131K Buy
795
+200
+34% +$31.8K 0.06% 163
2016
Q4 		$86.8K Buy
+595
New +$79.7K 0.06% 151

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

Westside Investment Management's ELV Position: Q2 2026 in Review

Westside Investment Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 3 shares — an estimated $878 sold.

Westside Investment Management first reported a position in ELV in Q4 2016 and held it in 10 quarters. The position peaked at $131K in Q1 2017. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Westside Investment Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 3 Elevance Health shares in Q2 2026, an estimated $878.
  • Westside Investment Management first reported a position in Elevance Health in Q4 2016 and held it in 10 quarters.
  • Westside Investment Management's Elevance Health position peaked at $131K in Q1 2017.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.