Fiduciary Family Office’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$242K Buy
+627
New +$233K 0.06% 162
2026
Q1
Sell
-630
Closed -$221K 187
2025
Q4
$221K Buy
+630
New +$213K 0.06% 173
2025
Q3
Sell
-1,647
Closed -$641K 189
2025
Q2
$641K Buy
1,647
+221
+15% +$88.9K 0.21% 98
2025
Q1
$620K Buy
+1,426
New +$572K 0.21% 103
2024
Q4
Sell
-934
Closed -$486K 135
2024
Q3
$486K Buy
+934
New +$499K 0.16% 131

Other funds holding ELV

Fiduciary Family Office's ELV Position: Q2 2026 in Review

Fiduciary Family Office opened a new position in Elevance Health (ELV) in Q2 2026: 627 shares worth $242K. The stake represents 0.06% of the portfolio and ranks #162 among its holdings. This is a return to the name: Fiduciary Family Office previously reported a position in ELV as recently as Q4 2025.

Fiduciary Family Office first reported a position in ELV in Q3 2024 and has held it in 5 quarters since. The position peaked at $641K in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Fiduciary Family Office held 627 shares of Elevance Health worth $242K as of Q2 2026.
  • Elevance Health was a new Fiduciary Family Office position in Q2 2026.
  • Elevance Health made up 0.06% of Fiduciary Family Office's portfolio in Q2 2026, its #162 holding.
  • Fiduciary Family Office first reported a position in Elevance Health in Q3 2024 and has held it in 5 quarters since.
  • Fiduciary Family Office's Elevance Health position peaked at $641K in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.