Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

ELV holding history

Elevance Health, Inc. in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ELV overview All 13F holders of ELV Full Q2 2026 holdings

Shares (Q2 2026): 7,438
Value: $2.88M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of ELV by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,438	$2.88M	0.2%	−1,500−16.8%	Reduced	Holders
Q1 2026	8,938	$2.62M	0.2%	−7,762−46.5%	Reduced	Holders
Q4 2025	16,700	$5.85M	0.3%	−49−0.3%	Reduced	Holders
Q3 2025	16,749	$5.41M	0.3%	−4,116−19.7%	Reduced	Holders
Q2 2025	20,865	$8.12M	0.4%	−5,266−20.2%	Reduced	Holders
Q1 2025	26,131	$11.4M	0.5%	−3,983−13.2%	Reduced	Holders
Q4 2024	30,114	$11.1M	0.2%	+30,114	New	Holders
Q3 2024	0	$0	0.0%	−33,128−100.0%	Sold out	Holders
Q2 2024	33,128	$18.0M	0.4%	−2,267−6.4%	Reduced	Holders
Q1 2024	35,395	$18.4M	0.4%	−2,820−7.4%	Reduced	Holders
Q4 2023	38,215	$18.0M	0.4%	−9,307−19.6%	Reduced	Holders
Q3 2023	47,522	$20.7M	0.5%	−4,096−7.9%	Reduced	Holders
Q2 2023	51,618	$22.9M	0.4%	−18,773−26.7%	Reduced	Holders
Q1 2023	70,391	$32.4M	0.5%	−15,765−18.3%	Reduced	Holders
Q4 2022	86,156	$44.2M	0.6%	+427+0.5%	Added	Holders
Q3 2022	85,729	$38.9M	0.6%	−912−1.1%	Reduced	Holders
Q2 2022	86,641	$41.8M	0.6%	−2,171−2.4%	Reduced	Holders
Q1 2022	88,812	$43.6M	0.6%	−7,027−7.3%	Reduced	Holders
Q4 2021	95,839	$44.4M	0.7%	−1,764−1.8%	Reduced	Holders
Q3 2021	97,603	$36.4M	0.5%	+350.0%	Added	Holders
Q2 2021	97,568	$37.3M	0.5%	−1,507−1.5%	Reduced	Holders
Q1 2021	99,075	$35.6M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.