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Wheelhouse Advisory Group’s Elevance Health ELV Stock Holding History

Wheelhouse Advisory Group’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 		$478K Hold
1,237
– – 0.14% 34
2026
Q1 		$362K Hold
1,237
– – 0.12% 34
2025
Q4 		$431K Sell
1,237
-127
-9% -$42.9K 0.16% 33
2025
Q3 		$441K Buy
+1,364
New +$424K 0.19% 31

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wheelhouse Advisory Group's ELV Position: Q2 2026 in Review

Wheelhouse Advisory Group held its Elevance Health (ELV) position steady in Q2 2026 at 1,237 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #34.

Wheelhouse Advisory Group first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Wheelhouse Advisory Group held 1,237 shares of Elevance Health worth $478K as of Q2 2026.
  • Wheelhouse Advisory Group left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.14% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #34 holding.
  • Wheelhouse Advisory Group first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.