Aviso Financial
ELV icon

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
Q3 		$1.03M Sell
2,651
-106
-4% -$42.3K 0.04% 123
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aviso Financial's ELV Position: Q3 2026 in Review

Aviso Financial reduced its Elevance Health (ELV) stake by 3.8% in Q3 2026, selling an estimated $42.3K and leaving 2,651 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #123.

Aviso Financial first reported a position in ELV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 1,385 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Aviso Financial held 2,651 shares of Elevance Health worth $1.03M as of Q3 2026.
  • Aviso Financial sold 106 Elevance Health shares in Q3 2026, an estimated $42.3K.
  • Elevance Health made up 0.04% of Aviso Financial's portfolio in Q3 2026, its #123 holding.
  • Aviso Financial first reported a position in Elevance Health in Q4 2025 and has held it in 4 quarters since.
  • Aviso Financial's Elevance Health position peaked at $1.22M in Q1 2026.
  • 1,385 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.