AFC
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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
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

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ares Financial Consulting's ELV Position: Q2 2026 in Review

Ares Financial Consulting increased its Elevance Health (ELV) stake by 10% in Q2 2026, buying an estimated $5.56K and bringing the position to 165 shares worth $64K. The position accounts for 0.05% of the portfolio, ranked #190.

Ares Financial Consulting first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 796 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Ares Financial Consulting held 165 shares of Elevance Health worth $64K as of Q2 2026.
  • Ares Financial Consulting bought 15 Elevance Health shares in Q2 2026, an estimated $5.56K.
  • Elevance Health made up 0.05% of Ares Financial Consulting's portfolio in Q2 2026, its #190 holding.
  • Ares Financial Consulting first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 796 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.