Beaird Harris Wealth Management’s Elevance Health ELV Stock Holding History

Beaird Harris Wealth Management’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	$13.1K	Hold	34	–	–	﹤0.01%	371
2026 Q1	$9.9K	Hold	34	–	–	﹤0.01%	366
2025 Q4	$11.9K	Hold	34	–	–	﹤0.01%	382
2025 Q3	$11K	Sell	34 -10	-23%	-$3.11K	﹤0.01%	378
2025 Q2	$17K	Buy	44 +4	+10%	+$1.61K	﹤0.01%	342
2025 Q1	$17.4K	Hold	40	–	–	﹤0.01%	321
2024 Q4	$14.8K	Sell	40 -18	-31%	-$7.53K	﹤0.01%	324
2024 Q3	$30.2K	Hold	58	–	–	﹤0.01%	268
2024 Q2	$31.5K	Hold	58	–	–	﹤0.01%	261
2024 Q1	$30.1K	Sell	58 -10	-15%	-$4.97K	﹤0.01%	241
2023 Q4	$32.1K	Buy	+68	New	+$31.4K	﹤0.01%	216
2023 Q1	–	Sell	-40	Closed	-$20.5K	–	558
2022 Q4	$20.5K	Buy	+40	New	+$20.3K	﹤0.01%	253
2022 Q2	–	Sell	-33	Closed	-$16K	–	466
2022 Q1	$16K	Buy	+33	New	+$15.1K	0.01%	272

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaird Harris Wealth Management's ELV Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Elevance Health (ELV) position steady in Q2 2026 at 34 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Beaird Harris Wealth Management first reported a position in ELV in Q1 2022 and has held it in 13 quarters since. The position peaked at $32.1K in Q4 2023. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Beaird Harris Wealth Management held 34 shares of Elevance Health worth $13.1K as of Q2 2026.
Beaird Harris Wealth Management left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #371 holding.
Beaird Harris Wealth Management first reported a position in Elevance Health in Q1 2022 and has held it in 13 quarters since.
Beaird Harris Wealth Management's Elevance Health position peaked at $32.1K in Q4 2023.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.