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Abound Financial’s Elevance Health ELV Stock Holding History

Abound Financial’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 		$62.8K Sell
215
-10
-4% -$3.29K 0.03% 105
2025
Q4 		$78.7K Buy
+225
New +$76K 0.03% 98
2025
Q2 		– Sell
-405
Closed -$176K – 126
2025
Q1 		$176K Buy
+405
New +$163K 0.09% 72

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

Abound Financial's ELV Position: Q1 2026 in Review

Abound Financial reduced its Elevance Health (ELV) stake by 4.4% in Q1 2026, selling an estimated $3.29K and leaving 215 shares worth $62.8K. The position accounts for 0.03% of the portfolio, ranked #105.

Abound Financial first reported a position in ELV in Q1 2025 and has held it in 3 quarters since. The position peaked at $176K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Abound Financial held 215 shares of Elevance Health worth $62.8K as of Q1 2026.
  • Abound Financial sold 10 Elevance Health shares in Q1 2026, an estimated $3.29K.
  • Elevance Health made up 0.03% of Abound Financial's portfolio in Q1 2026, its #105 holding.
  • Abound Financial first reported a position in Elevance Health in Q1 2025 and has held it in 3 quarters since.
  • Abound Financial's Elevance Health position peaked at $176K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.