Financial Perspectives’s Elevance Health ELV Stock Holding History

Financial Perspectives’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	$52.2K	Hold	135	–	–	0.01%	328
2026 Q1	$39.5K	Hold	135	–	–	0.01%	342
2025 Q4	$47.3K	Hold	135	–	–	0.01%	321
2025 Q3	$43.6K	Hold	135	–	–	0.01%	329
2025 Q2	$52.5K	Hold	135	–	–	0.02%	300
2025 Q1	$58.7K	Hold	135	–	–	0.02%	279
2024 Q4	$49.8K	Buy	+135	New	+$56.5K	0.02%	302
2024 Q1	–	Sell	-17	Closed	-$8.02K	–	683
2023 Q4	$8.02K	Buy	17 +1	+6%	+$462	﹤0.01%	499
2023 Q3	$6.97K	Hold	16	–	–	﹤0.01%	489
2023 Q2	$7.11K	Hold	16	–	–	﹤0.01%	480
2023 Q1	$7.36K	Hold	16	–	–	﹤0.01%	477
2022 Q4	$8.21K	Hold	16	–	–	﹤0.01%	459
2022 Q3	$7.27K	Hold	16	–	–	﹤0.01%	469
2022 Q2	$7.72K	Hold	16	–	–	﹤0.01%	470
2022 Q1	$7.86K	Hold	16	–	–	﹤0.01%	491
2021 Q4	$7.42K	Hold	16	–	–	﹤0.01%	468
2021 Q3	$5.96K	Hold	16	–	–	﹤0.01%	493
2021 Q2	$6.11K	Hold	16	–	–	﹤0.01%	512
2021 Q1	$5.74K	Hold	16	–	–	﹤0.01%	492
2020 Q4	$5.14K	Hold	16	–	–	﹤0.01%	473
2020 Q3	$4.3K	Hold	16	–	–	﹤0.01%	437
2020 Q2	$4.21K	Hold	16	–	–	﹤0.01%	422
2020 Q1	$3.63K	Hold	16	–	–	﹤0.01%	409
2019 Q4	$4.83K	Buy	+16	New	+$4.4K	﹤0.01%	399

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Financial Perspectives's ELV Position: Q2 2026 in Review

Financial Perspectives held its Elevance Health (ELV) position steady in Q2 2026 at 135 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #328.

Financial Perspectives first reported a position in ELV in Q4 2019 and has held it in 24 quarters since. The position peaked at $58.7K in Q1 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Financial Perspectives held 135 shares of Elevance Health worth $52.2K as of Q2 2026.
Financial Perspectives left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #328 holding.
Financial Perspectives first reported a position in Elevance Health in Q4 2019 and has held it in 24 quarters since.
Financial Perspectives's Elevance Health position peaked at $58.7K in Q1 2025.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.