Align Financial’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.6K Hold
30
0.01% 254
2026
Q1
$8.78K Sell
30
-10,487
-100% -$3.45M 0.01% 275
2025
Q4
$10.5K Buy
+10,517
New +$3.55M 0.01% 271

Other funds holding ELV

Align Financial's ELV Position: Q2 2026 in Review

Align Financial held its Elevance Health (ELV) position steady in Q2 2026 at 30 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #254.

Align Financial first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Align Financial held 30 shares of Elevance Health worth $11.6K as of Q2 2026.
  • Align Financial left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.01% of Align Financial's portfolio in Q2 2026, its #254 holding.
  • Align Financial first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.