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Aviso Financial’s Elevance Health ELV Stock Holding History

Aviso Financial’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 		$1.07M Sell
2,757
-1,403
-34% -$520K 0.04% 126
2026
Q1 		$1.22M Buy
4,160
+1,166
+39% +$383K 0.04% 142
2025
Q4 		$1.05M Buy
+2,994
New +$1.01M 0.04% 150

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

Aviso Financial's ELV Position: Q2 2026 in Review

Aviso Financial reduced its Elevance Health (ELV) stake by 34% in Q2 2026, selling an estimated $520K and leaving 2,757 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #126.

Aviso Financial first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q1 2026. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Aviso Financial held 2,757 shares of Elevance Health worth $1.07M as of Q2 2026.
  • Aviso Financial sold 1,403 Elevance Health shares in Q2 2026, an estimated $520K.
  • Elevance Health made up 0.04% of Aviso Financial's portfolio in Q2 2026, its #126 holding.
  • Aviso Financial first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • Aviso Financial's Elevance Health position peaked at $1.22M in Q1 2026.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.