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Essential Partners’s Elevance Health ELV Stock Holding History

Essential 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 		$44.1K Buy
114
+9
+9% +$3.34K 0.02% 645
2026
Q1 		$30.7K Sell
105
-228
-68% -$74.9K 0.01% 756
2025
Q4 		$117K Buy
333
+8
+2% +$2.7K 0.04% 412
2025
Q3 		$105K Buy
325
+306
+1,611% +$95.2K 0.03% 425
2025
Q2 		$7.39K Buy
+19
New +$7.64K ﹤0.01% 937

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

Essential Partners's ELV Position: Q2 2026 in Review

Essential Partners increased its Elevance Health (ELV) stake by 8.6% in Q2 2026, buying an estimated $3.34K and bringing the position to 114 shares worth $44.1K. The position accounts for 0.02% of the portfolio, ranked #645.

Essential Partners first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. The position peaked at $117K in Q4 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Essential Partners held 114 shares of Elevance Health worth $44.1K as of Q2 2026.
  • Essential Partners bought 9 Elevance Health shares in Q2 2026, an estimated $3.34K.
  • Elevance Health made up 0.02% of Essential Partners's portfolio in Q2 2026, its #645 holding.
  • Essential Partners first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Elevance Health position peaked at $117K in Q4 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.