FC
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Financial Consulate’s Elevance Health ELV Stock Holding History

Financial Consulate’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 		$67.1K Buy
174
+12
+7% +$4.45K 0.01% 295
2026
Q1 		$47.5K Buy
162
+6
+4% +$1.97K 0.01% 336
2025
Q4 		$54.5K Buy
156
+105
+206% +$35.5K 0.01% 306
2025
Q3 		$16.5K Buy
+51
New +$15.9K ﹤0.01% 485

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

Financial Consulate's ELV Position: Q2 2026 in Review

Financial Consulate increased its Elevance Health (ELV) stake by 7.4% in Q2 2026, buying an estimated $4.45K and bringing the position to 174 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #295.

Financial Consulate first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Financial Consulate held 174 shares of Elevance Health worth $67.1K as of Q2 2026.
  • Financial Consulate bought 12 Elevance Health shares in Q2 2026, an estimated $4.45K.
  • Elevance Health made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #295 holding.
  • Financial Consulate first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.