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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
Q2 		$83K Hold
215
– – 0.03% 101
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 $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

Abound Financial's ELV Position: Q2 2026 in Review

Abound Financial held its Elevance Health (ELV) position steady in Q2 2026 at 215 shares worth $83K. The position accounts for 0.03% of the portfolio, ranked #101.

Abound Financial first reported a position in ELV in Q1 2025 and has held it in 4 quarters since. The position peaked at $176K in Q1 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Abound Financial held 215 shares of Elevance Health worth $83K as of Q2 2026.
  • Abound Financial left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.03% of Abound Financial's portfolio in Q2 2026, its #101 holding.
  • Abound Financial first reported a position in Elevance Health in Q1 2025 and has held it in 4 quarters since.
  • Abound Financial's Elevance Health position peaked at $176K in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.