Action Point Financial Planning’s Elevance Health ELV Stock Holding History

Action Point Financial Planning’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	$44.9K	Buy	+119	New	+$44.1K	﹤0.01%	859

Other funds holding ELV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's ELV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Elevance Health (ELV) in Q2 2026: 119 shares worth $44.9K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

1,596 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Action Point Financial Planning held 119 shares of Elevance Health worth $44.9K as of Q2 2026.
Elevance Health was a new Action Point Financial Planning position in Q2 2026.
Elevance Health made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #859 holding.
1,596 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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