Financial Security Advisor’s Elevance Health ELV Stock Holding History

Financial Security Advisor’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	$1.01M	Buy	2,616 +8	+0.3%	+$2.97K	0.16%	64
2026 Q1	$763K	Buy	2,608 +425	+19%	+$140K	0.14%	67
2025 Q4	$765K	Sell	2,183 -87	-4%	-$29.4K	0.15%	62
2025 Q3	$734K	Buy	2,270 +44	+2%	+$13.7K	0.16%	62
2025 Q2	$866K	Buy	2,226 +4	+0.2%	+$1.61K	0.2%	51
2025 Q1	$966K	Sell	2,222 -106	-5%	-$42.6K	0.25%	44
2024 Q4	$859K	Buy	2,328 +4	+0.2%	+$1.67K	0.22%	49
2024 Q3	$1.21M	Buy	2,324 +2	+0.1%	+$1.07K	0.3%	39
2024 Q2	$1.26M	Buy	2,322 +3	+0.1%	+$1.59K	0.42%	35
2024 Q1	$1.2M	Buy	2,319 +3	+0.1%	+$1.49K	0.42%	33
2023 Q4	$1.09M	Sell	2,316 -41	-2%	-$19K	0.43%	35
2023 Q3	$1.03M	Buy	+2,357	New	+$1.07M	0.47%	29

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 Security Advisor's ELV Position: Q2 2026 in Review

Financial Security Advisor increased its Elevance Health (ELV) stake by 0.31% in Q2 2026, buying an estimated $2.97K and bringing the position to 2,616 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #64.

Financial Security Advisor first reported a position in ELV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Financial Security Advisor held 2,616 shares of Elevance Health worth $1.01M as of Q2 2026.
Financial Security Advisor bought 8 Elevance Health shares in Q2 2026, an estimated $2.97K.
Elevance Health made up 0.16% of Financial Security Advisor's portfolio in Q2 2026, its #64 holding.
Financial Security Advisor first reported a position in Elevance Health in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Elevance Health position peaked at $1.26M in Q2 2024.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.