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Curio Wealth’s Elevance Health ELV Stock Holding History

Curio Wealth’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 		– Sell
-1
Closed -$293 – 398
2026
Q1 		$293 Buy
+1
New +$329 ﹤0.01% 647

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

Curio Wealth's ELV Position: Q2 2026 in Review

Curio Wealth sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 1 share — an estimated $293 sold.

Curio Wealth first reported a position in ELV in Q1 2026 and held it in 1 quarter. The position peaked at $293 in Q1 2026. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Curio Wealth reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Elevance Health share in Q2 2026, an estimated $293.
  • Curio Wealth first reported a position in Elevance Health in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Elevance Health position peaked at $293 in Q1 2026.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.