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DHJJ Financial Advisors’s Elevance Health ELV Stock Holding History

DHJJ Financial Advisors’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 		$15.1K Hold
39
– – ﹤0.01% 576
2026
Q1 		$11.4K Hold
39
– – ﹤0.01% 598
2025
Q4 		$13.7K Hold
39
– – ﹤0.01% 544
2025
Q3 		$12.6K Hold
39
– – ﹤0.01% 537
2025
Q2 		$15.2K Hold
39
– – 0.01% 509
2025
Q1 		$17K Sell
39
-11
-22% -$4.42K 0.01% 449
2024
Q4 		$18.4K Hold
50
– – 0.01% 427
2024
Q3 		$26K Hold
50
– – 0.01% 389
2024
Q2 		$27.1K Hold
50
– – 0.01% 353
2024
Q1 		$25.9K Hold
50
– – 0.01% 346
2023
Q4 		$23.6K Hold
50
– – 0.01% 346
2023
Q3 		$21.8K Buy
+50
New +$22.7K 0.01% 349

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

DHJJ Financial Advisors's ELV Position: Q2 2026 in Review

DHJJ Financial Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 39 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

DHJJ Financial Advisors first reported a position in ELV in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.1K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • DHJJ Financial Advisors held 39 shares of Elevance Health worth $15.1K as of Q2 2026.
  • DHJJ Financial Advisors left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #576 holding.
  • DHJJ Financial Advisors first reported a position in Elevance Health in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Elevance Health position peaked at $27.1K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.