EFP
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Elser Financial Planning’s Elevance Health ELV Stock Holding History

Elser Financial Planning’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
-873
Closed -$262K – 129
2026
Q1 		$262K Sell
873
-21
-2% -$6.9K 0.01% 115
2025
Q4 		$313K Buy
894
+41
+5% +$13.9K 0.23% 56
2025
Q3 		$290K Sell
853
-25
-3% -$7.78K 0.35% 53
2025
Q2 		$342K Sell
878
-4
-0.5% -$1.61K 0.43% 44
2025
Q1 		$384K Buy
882
+26
+3% +$10.4K 0.53% 38
2024
Q4 		$316K Sell
856
-30
-3% -$12.6K 0.02% 77
2024
Q3 		$461K Buy
886
+10
+1% +$5.34K 0.67% 29
2024
Q2 		$475K Buy
+876
New +$463K 0.08% 55

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

Elser Financial Planning's ELV Position: Q2 2026 in Review

Elser Financial Planning sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 873 shares — an estimated $262K sold.

Elser Financial Planning first reported a position in ELV in Q2 2024 and held it in 8 quarters. The position peaked at $475K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Elser Financial Planning reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Elser Financial Planning sold 873 Elevance Health shares in Q2 2026, an estimated $262K.
  • Elser Financial Planning first reported a position in Elevance Health in Q2 2024 and held it in 8 quarters.
  • Elser Financial Planning's Elevance Health position peaked at $475K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.