Fortis Group Advisors’s Elevance Health ELV Stock Holding History

Fortis Group Advisors’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	$5.03K	Hold	13	–	–	﹤0.01%	444
2026 Q1	$3.81K	Hold	13	–	–	﹤0.01%	455
2025 Q4	$4.56K	Hold	13	–	–	﹤0.01%	439
2025 Q3	$4.2K	Hold	13	–	–	﹤0.01%	406
2025 Q2	$5.06K	Hold	13	–	–	﹤0.01%	386
2025 Q1	$5.65K	Hold	13	–	–	﹤0.01%	347
2024 Q4	$4.8K	Hold	13	–	–	﹤0.01%	366
2024 Q3	$6.76K	Hold	13	–	–	﹤0.01%	330
2024 Q2	$7.04K	Hold	13	–	–	﹤0.01%	326
2024 Q1	$6.74K	Sell	13 -13	-50%	-$6.46K	﹤0.01%	348
2023 Q4	$12.3K	Buy	26 +13	+100%	+$6.01K	﹤0.01%	278
2023 Q3	$5.66K	Buy	+13	New	+$5.9K	﹤0.01%	277

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

Fortis Group Advisors's ELV Position: Q2 2026 in Review

Fortis Group Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 13 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Fortis Group Advisors first reported a position in ELV in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.3K in Q4 2023. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Fortis Group Advisors held 13 shares of Elevance Health worth $5.03K as of Q2 2026.
Fortis Group Advisors left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #444 holding.
Fortis Group Advisors first reported a position in Elevance Health in Q3 2023 and has held it in 12 quarters since.
Fortis Group Advisors's Elevance Health position peaked at $12.3K in Q4 2023.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.