WAG
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Wiser Advisor Group’s Elevance Health ELV Stock Holding History

Wiser Advisor 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
Q1 		– Sell
-233
Closed -$81.8K – 227
2025
Q4 		$81.8K Buy
233
+1
+0.4% +$338 0.09% 75
2025
Q3 		$75K Buy
+232
New +$72.2K 0.09% 75
2025
Q2 		– Sell
-230
Closed -$100K – 106
2025
Q1 		$100K Buy
230
+1
+0.4% +$401 0.15% 68
2024
Q4 		$84.5K Buy
229
+108
+89% +$45.2K 0.12% 74
2024
Q3 		$62.9K Hold
121
– – 0.09% 85
2024
Q2 		$65.4K Buy
121
+101
+505% +$53.4K 0.1% 78
2024
Q1 		$10.5K Hold
20
– – 0.02% 188
2023
Q4 		$9.52K Buy
+20
New +$9.25K 0.02% 185

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wiser Advisor Group's ELV Position: Q1 2026 in Review

Wiser Advisor Group sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 233 shares — an estimated $81.8K sold.

Wiser Advisor Group first reported a position in ELV in Q4 2023 and held it in 8 quarters. The position peaked at $100K in Q1 2025. 1,469 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Wiser Advisor Group reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Wiser Advisor Group sold 233 Elevance Health shares in Q1 2026, an estimated $81.8K.
  • Wiser Advisor Group first reported a position in Elevance Health in Q4 2023 and held it in 8 quarters.
  • Wiser Advisor Group's Elevance Health position peaked at $100K in Q1 2025.
  • 1,469 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.