Compass Financial Management’s Elevance Health ELV Stock Holding History

Compass Financial 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	$117K	Buy	+302	New	+$112K	0.01%	526

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Compass Financial Management's ELV Position: Q2 2026 in Review

Compass Financial Management opened a new position in Elevance Health (ELV) in Q2 2026: 302 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings.

1,513 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Compass Financial Management held 302 shares of Elevance Health worth $117K as of Q2 2026.
Elevance Health was a new Compass Financial Management position in Q2 2026.
Elevance Health made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #526 holding.
1,513 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.