XWL
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XXI Wealth LLC’s Elevance Health ELV Stock Holding History

XXI Wealth LLC’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 		$1.13M Sell
2,925
-17
-0.6% -$6.3K 0.52% 41
2026
Q1 		$861K Sell
2,942
-445
-13% -$146K 0.49% 54
2025
Q4 		$1.19M Buy
+3,387
New +$1.14M 0.72% 31

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

XXI Wealth LLC's ELV Position: Q2 2026 in Review

XXI Wealth LLC reduced its Elevance Health (ELV) stake by 0.58% in Q2 2026, selling an estimated $6.3K and leaving 2,925 shares worth $1.13M. The position accounts for 0.52% of the portfolio, ranked #41.

XXI Wealth LLC first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • XXI Wealth LLC held 2,925 shares of Elevance Health worth $1.13M as of Q2 2026.
  • XXI Wealth LLC sold 17 Elevance Health shares in Q2 2026, an estimated $6.3K.
  • Elevance Health made up 0.52% of XXI Wealth LLC's portfolio in Q2 2026, its #41 holding.
  • XXI Wealth LLC first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Elevance Health position peaked at $1.19M in Q4 2025.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.