Financial Gravity Asset Management’s Elevance Health ELV Stock Holding History

Financial Gravity Asset Management’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 Q1	$586	Hold	2	–	–	﹤0.01%	794
2025 Q4	$701	Hold	2	–	–	﹤0.01%	640
2025 Q3	$646	Buy	+2	New	+$622	﹤0.01%	831
2025 Q1	$870	Buy	+2	New	+$803	﹤0.01%	888
2024 Q2	$1.63K	Hold	3	–	–	﹤0.01%	770
2024 Q1	$1.35K	Buy	3 +1	+50%	+$497	﹤0.01%	718
2023 Q4	$1.31K	Buy	+2	New	+$925	﹤0.01%	767
2021 Q3	–	Sell	-8	Closed	-$382K	–	965
2021 Q2	$382K	Buy	+8	New	+$3.06K	0.14%	102
2019 Q4	$302K	Hold	68	–	–	0.21%	55
2019 Q3	$16K	Buy	68 +33	+94%	+$9.04K	0.01%	506
2019 Q2	$10K	Buy	35 +18	+106%	+$4.92K	0.01%	595
2019 Q1	$5K	Buy	+17	New	+$4.92K	﹤0.01%	676
2018 Q3	$50K	Sell	189 -2	-1%	-$519	0.05%	320
2018 Q2	$50K	Sell	191 -260	-58%	-$60.2K	0.05%	323
2018 Q1	$103K	Buy	+451	New	+$106K	0.11%	185

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Financial Gravity Asset Management's ELV Position: Q1 2026 in Review

Financial Gravity Asset Management held its Elevance Health (ELV) position steady in Q1 2026 at 2 shares worth $586. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Financial Gravity Asset Management first reported a position in ELV in Q1 2018 and has held it in 15 quarters since. The position peaked at $382K in Q2 2021. 1,470 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Financial Gravity Asset Management held 2 shares of Elevance Health worth $586 as of Q1 2026.
Financial Gravity Asset Management left its Elevance Health share count unchanged in Q1 2026.
Elevance Health made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #794 holding.
Financial Gravity Asset Management first reported a position in Elevance Health in Q1 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's Elevance Health position peaked at $382K in Q2 2021.
1,470 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.