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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
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 $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

Whipplewood Advisors's ELV Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Elevance Health (ELV) in Q1 2026: 17 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in ELV as recently as Q2 2025.

Whipplewood Advisors first reported a position in ELV in Q4 2024 and has held it in 4 quarters since. The position peaked at $10K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Whipplewood Advisors held 17 shares of Elevance Health worth $4.98K as of Q1 2026.
  • Elevance Health was a new Whipplewood Advisors position in Q1 2026.
  • Elevance Health made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #618 holding.
  • Whipplewood Advisors first reported a position in Elevance Health in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Elevance Health position peaked at $10K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.