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

Bellars 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	$210K	Buy	+543	New	+$201K	0.04%	95

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

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

Bellars Harris Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 543 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #95 among its holdings.

1,595 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Bellars Harris Wealth Management held 543 shares of Elevance Health worth $210K as of Q2 2026.
Elevance Health was a new Bellars Harris Wealth Management position in Q2 2026.
Elevance Health made up 0.04% of Bellars Harris Wealth Management's portfolio in Q2 2026, its #95 holding.
1,595 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bellars Harris Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.