Burk Holdings’s Elevance Health ELV Stock Holding History

Burk Holdings’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	$5.03K	Hold	13	–	–	﹤0.01%	352
2026 Q1	$3.81K	Buy	+13	New	+$4.27K	﹤0.01%	403

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

Burk Holdings's ELV Position: Q2 2026 in Review

Burk Holdings held its Elevance Health (ELV) position steady in Q2 2026 at 13 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Burk Holdings first reported a position in ELV in Q1 2026 and has held it in 2 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Burk Holdings held 13 shares of Elevance Health worth $5.03K as of Q2 2026.
Burk Holdings left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #352 holding.
Burk Holdings first reported a position in Elevance Health in Q1 2026 and has held it in 2 quarters since.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.