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Aventura Private Wealth’s Elevance Health ELV Stock Holding History

Aventura Private Wealth’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 		$10.1K Hold
26
– – ﹤0.01% 592
2026
Q1 		$7.61K Hold
26
– – ﹤0.01% 582
2025
Q4 		$9.11K Sell
26
-17
-40% -$5.75K ﹤0.01% 520
2025
Q3 		$13.9K Buy
43
+25
+139% +$7.78K 0.01% 449
2025
Q2 		$7K Hold
18
– – ﹤0.01% 511
2025
Q1 		$7.83K Hold
18
– – ﹤0.01% 481
2024
Q4 		$6.64K Buy
+18
New +$7.53K ﹤0.01% 485

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

Aventura Private Wealth's ELV Position: Q2 2026 in Review

Aventura Private Wealth held its Elevance Health (ELV) position steady in Q2 2026 at 26 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Aventura Private Wealth first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9K in Q3 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Aventura Private Wealth held 26 shares of Elevance Health worth $10.1K as of Q2 2026.
  • Aventura Private Wealth left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #592 holding.
  • Aventura Private Wealth first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Elevance Health position peaked at $13.9K in Q3 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.