DWP
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Daymark Wealth Partners’s Elevance Health ELV Stock Holding History

Daymark Wealth Partners’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 		$918K Buy
2,375
+1,621
+215% +$601K 0.02% 352
2026
Q1 		$221K Buy
+754
New +$248K 0.01% 680
2025
Q3 		– Sell
-1,203
Closed -$468K – 610
2025
Q2 		$468K Sell
1,203
-389
-24% -$156K 0.02% 364
2025
Q1 		$693K Sell
1,592
-350
-18% -$141K 0.03% 293
2024
Q4 		$716K Sell
1,942
-208
-10% -$87K 0.03% 280
2024
Q3 		$1.12M Buy
2,150
+30
+1% +$16K 0.05% 232
2024
Q2 		$1.15M Buy
2,120
+64
+3% +$33.8K 0.05% 218
2024
Q1 		$1.07M Sell
2,056
-324
-14% -$161K 0.06% 192
2023
Q4 		$1.12M Sell
2,380
-9
-0.4% -$4.16K 0.07% 175
2023
Q3 		$1.04M Buy
2,389
+70
+3% +$31.8K 0.07% 167
2023
Q2 		$1.03M Buy
2,319
+39
+2% +$18K 0.08% 166
2023
Q1 		$1.05M Buy
2,280
+55
+2% +$26.2K 0.14% 123
2022
Q4 		$1.14M Buy
+2,225
New +$1.13M 0.2% 86

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 $3.37T AUM 44.26% 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

Daymark Wealth Partners's ELV Position: Q2 2026 in Review

Daymark Wealth Partners increased its Elevance Health (ELV) stake by 215% in Q2 2026, buying an estimated $601K and bringing the position to 2,375 shares worth $918K. The position accounts for 0.02% of the portfolio, ranked #352.

Daymark Wealth Partners first reported a position in ELV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Daymark Wealth Partners held 2,375 shares of Elevance Health worth $918K as of Q2 2026.
  • Daymark Wealth Partners bought 1,621 Elevance Health shares in Q2 2026, an estimated $601K.
  • Elevance Health made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #352 holding.
  • Daymark Wealth Partners first reported a position in Elevance Health in Q4 2022 and has held it in 13 quarters since.
  • Daymark Wealth Partners's Elevance Health position peaked at $1.15M in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.