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Bullock Wealth Management’s Elevance Health ELV Stock Holding History

Bullock 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 		$45.7K Buy
110
+1
+0.9% +$371 0.02% 293
2026
Q1 		$32.6K Hold
109
– – 0.02% 307
2025
Q4 		$38.1K Buy
109
+1
+0.9% +$338 0.02% 289
2025
Q3 		$36K Hold
108
– – 0.02% 290
2025
Q2 		$42.6K Buy
108
+1
+0.9% +$402 0.02% 257
2025
Q1 		$46.3K Hold
107
– – 0.03% 254
2024
Q4 		$39.3K Buy
107
+1
+0.9% +$418 0.02% 266
2024
Q3 		$54.3K Hold
106
– – 0.03% 235
2024
Q2 		$56.6K Sell
106
-40
-27% -$21.1K 0.04% 224
2024
Q1 		$75.1K Buy
+146
New +$72.6K 0.05% 206

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's ELV Position: Q2 2026 in Review

Bullock Wealth Management increased its Elevance Health (ELV) stake by 0.92% in Q2 2026, buying an estimated $371 and bringing the position to 110 shares worth $45.7K. The position accounts for 0.02% of the portfolio, ranked #293.

Bullock Wealth Management first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $75.1K in Q1 2024. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Bullock Wealth Management held 110 shares of Elevance Health worth $45.7K as of Q2 2026.
  • Bullock Wealth Management bought 1 Elevance Health share in Q2 2026, an estimated $371.
  • Elevance Health made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Bullock Wealth Management first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Elevance Health position peaked at $75.1K in Q1 2024.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.