BFS
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Bare Financial Services’s Elevance Health ELV Stock Holding History

Bare Financial Services’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 		$7.35K Buy
19
+7
+58% +$2.6K ﹤0.01% 717
2026
Q1 		$3.51K Buy
12
+2
+20% +$657 ﹤0.01% 790
2025
Q4 		$3.51K Sell
10
-9
-47% -$3.04K ﹤0.01% 666
2025
Q3 		$6.14K Hold
19
– – ﹤0.01% 440
2025
Q2 		$7.39K Buy
19
+18
+1,800% +$7.24K ﹤0.01% 279
2025
Q1 		$435 Buy
+1
New +$401 ﹤0.01% 882

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

Bare Financial Services's ELV Position: Q2 2026 in Review

Bare Financial Services increased its Elevance Health (ELV) stake by 58% in Q2 2026, buying an estimated $2.6K and bringing the position to 19 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Bare Financial Services first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.39K in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Bare Financial Services held 19 shares of Elevance Health worth $7.35K as of Q2 2026.
  • Bare Financial Services bought 7 Elevance Health shares in Q2 2026, an estimated $2.6K.
  • Elevance Health made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #717 holding.
  • Bare Financial Services first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Elevance Health position peaked at $7.39K in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.