FWI
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Facet Wealth Inc’s Elevance Health ELV Stock Holding History

Facet Wealth Inc’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 		$437K Buy
1,130
+294
+35% +$109K 0.01% 235
2026
Q1 		$245K Sell
836
-36
-4% -$11.8K ﹤0.01% 297
2025
Q4 		$298K Buy
+872
New +$295K 0.01% 220

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

Facet Wealth Inc's ELV Position: Q2 2026 in Review

Facet Wealth Inc increased its Elevance Health (ELV) stake by 35% in Q2 2026, buying an estimated $109K and bringing the position to 1,130 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #235.

Facet Wealth Inc first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Facet Wealth Inc held 1,130 shares of Elevance Health worth $437K as of Q2 2026.
  • Facet Wealth Inc bought 294 Elevance Health shares in Q2 2026, an estimated $109K.
  • Elevance Health made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #235 holding.
  • Facet Wealth Inc first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.