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Diversify Wealth Management’s Elevance Health ELV Stock Holding History

Diversify Wealth 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 		$831K Sell
2,198
-329
-13% -$122K 0.01% 698
2026
Q1 		$952K Buy
+2,527
New +$831K 0.02% 613

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

Diversify Wealth Management's ELV Position: Q2 2026 in Review

Diversify Wealth Management reduced its Elevance Health (ELV) stake by 13% in Q2 2026, selling an estimated $122K and leaving 2,198 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #698.

Diversify Wealth Management first reported a position in ELV in Q1 2026 and has held it in 2 quarters since. The position peaked at $952K in Q1 2026. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Diversify Wealth Management held 2,198 shares of Elevance Health worth $831K as of Q2 2026.
  • Diversify Wealth Management sold 329 Elevance Health shares in Q2 2026, an estimated $122K.
  • Elevance Health made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #698 holding.
  • Diversify Wealth Management first reported a position in Elevance Health in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Elevance Health position peaked at $952K in Q1 2026.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.