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Avise Financial Cooperative’s Elevance Health ELV Stock Holding History

Avise Financial Cooperative’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 		$632K Buy
1,633
+297
+22% +$110K 0.45% 49
2026
Q1 		$391K Buy
1,336
+48
+4% +$15.8K 0.32% 64
2025
Q4 		$452K Buy
+1,288
New +$435K 0.41% 48

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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

Avise Financial Cooperative's ELV Position: Q2 2026 in Review

Avise Financial Cooperative increased its Elevance Health (ELV) stake by 22% in Q2 2026, buying an estimated $110K and bringing the position to 1,633 shares worth $632K. The position accounts for 0.45% of the portfolio, ranked #49.

Avise Financial Cooperative first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Avise Financial Cooperative held 1,633 shares of Elevance Health worth $632K as of Q2 2026.
  • Avise Financial Cooperative bought 297 Elevance Health shares in Q2 2026, an estimated $110K.
  • Elevance Health made up 0.45% of Avise Financial Cooperative's portfolio in Q2 2026, its #49 holding.
  • Avise Financial Cooperative first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.