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Whipplewood Advisors’s Elevance Health ELV Stock Holding History

Whipplewood 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 		– Sell
-17
Closed -$4.98K – 776
2026
Q1 		$4.98K Buy
+17
New +$5.59K ﹤0.01% 618
2025
Q3 		– Sell
-24
Closed -$9.34K – 566
2025
Q2 		$9.34K Buy
24
+13
+118% +$5.23K 0.01% 577
2025
Q1 		$10K Sell
11
-13
-54% -$5.22K 0.01% 566
2024
Q4 		$8.85K Buy
+24
New +$10K 0.01% 573

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's ELV Position: Q2 2026 in Review

Whipplewood Advisors sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 17 shares — an estimated $4.98K sold.

Whipplewood Advisors first reported a position in ELV in Q4 2024 and held it in 4 quarters. The position peaked at $10K in Q1 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Whipplewood Advisors reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 17 Elevance Health shares in Q2 2026, an estimated $4.98K.
  • Whipplewood Advisors first reported a position in Elevance Health in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Elevance Health position peaked at $10K in Q1 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.