AWM
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Aprio Wealth Management’s Elevance Health ELV Stock Holding History

Aprio Wealth Management’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 		$261K Buy
+675
New +$250K 0.01% 551
2025
Q3 		– Sell
-517
Closed -$201K – 445
2025
Q2 		$201K Buy
+517
New +$208K 0.02% 390

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

Aprio Wealth Management's ELV Position: Q2 2026 in Review

Aprio Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 675 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Aprio Wealth Management previously reported a position in ELV as recently as Q2 2025.

Aprio Wealth Management first reported a position in ELV in Q2 2025 and has held it in 2 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Aprio Wealth Management held 675 shares of Elevance Health worth $261K as of Q2 2026.
  • Elevance Health was a new Aprio Wealth Management position in Q2 2026.
  • Elevance Health made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #551 holding.
  • Aprio Wealth Management first reported a position in Elevance Health in Q2 2025 and has held it in 2 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.