Ares Financial Consulting
ELV icon

Ares Financial Consulting’s Elevance Health ELV Stock Holding History

Ares Financial Consulting’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
Q3 		$64.7K Buy
167
+2
+1% +$798 0.04% 193
2026
Q2 		$64K Buy
165
+15
+10% +$5.56K 0.05% 190
2026
Q1 		$44.9K Buy
150
+120
+400% +$39.4K 0.04% 234
2025
Q4 		$10.6K Buy
+30
New +$10.1K 0.01% 350

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Ares Financial Consulting's ELV Position: Q3 2026 in Review

Ares Financial Consulting increased its Elevance Health (ELV) stake by 1.2% in Q3 2026, buying an estimated $798 and bringing the position to 167 shares worth $64.7K. The position accounts for 0.04% of the portfolio, ranked #193.

Ares Financial Consulting first reported a position in ELV in Q4 2025 and has held it in 4 quarters since. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Ares Financial Consulting held 167 shares of Elevance Health worth $64.7K as of Q3 2026.
  • Ares Financial Consulting bought 2 Elevance Health shares in Q3 2026, an estimated $798.
  • Elevance Health made up 0.04% of Ares Financial Consulting's portfolio in Q3 2026, its #193 holding.
  • Ares Financial Consulting first reported a position in Elevance Health in Q4 2025 and has held it in 4 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.