BFS
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Beacon Financial Strategies’s Elevance Health ELV Stock Holding History

Beacon Financial Strategies’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 		$50.3K Hold
130
– – 0.03% 97
2026
Q1 		$38.1K Hold
130
– – 0.02% 84
2025
Q4 		$45.6K Buy
+130
New +$43.9K 0.03% 81

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Beacon Financial Strategies's ELV Position: Q2 2026 in Review

Beacon Financial Strategies held its Elevance Health (ELV) position steady in Q2 2026 at 130 shares worth $50.3K. The position accounts for 0.03% of the portfolio, ranked #97.

Beacon Financial Strategies first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Beacon Financial Strategies held 130 shares of Elevance Health worth $50.3K as of Q2 2026.
  • Beacon Financial Strategies left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #97 holding.
  • Beacon Financial Strategies first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.