API
ELV icon

Asset Planning Inc’s Elevance Health ELV Stock Holding History

Asset Planning Inc’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 		$66.9K Buy
+173
New +$64.2K 0.04% 141

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

Asset Planning Inc's ELV Position: Q2 2026 in Review

Asset Planning Inc opened a new position in Elevance Health (ELV) in Q2 2026: 173 shares worth $66.9K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings.

1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Asset Planning Inc held 173 shares of Elevance Health worth $66.9K as of Q2 2026.
  • Elevance Health was a new Asset Planning Inc position in Q2 2026.
  • Elevance Health made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #141 holding.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.