Bellars Harris Wealth Management, LLC’s Elevance Health ELV Stock Holding History

Bellars Harris Wealth Management, 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	$210K	Buy	+543	New	+$201K	0.04%	95

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's ELV Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Elevance Health (ELV) in Q2 2026: 543 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #95 among its holdings.

917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Bellars Harris Wealth Management, LLC held 543 shares of Elevance Health worth $210K as of Q2 2026.
Elevance Health was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Elevance Health made up 0.04% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #95 holding.
917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.