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Frisch Financial Group’s Elevance Health ELV Stock Holding History

Frisch Financial Group’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 		$862K Buy
2,229
+329
+17% +$122K 0.15% 81
2026
Q1 		$556K Buy
1,900
+11
+0.6% +$3.62K 0.12% 98
2025
Q4 		$662K Buy
1,889
+8
+0.4% +$2.7K 0.15% 77
2025
Q3 		$608K Buy
1,881
+10
+0.5% +$3.11K 0.14% 82
2025
Q2 		$728K Buy
1,871
+8
+0.4% +$3.22K 0.18% 67
2025
Q1 		$810K Buy
1,863
+7
+0.4% +$2.81K 0.23% 56
2024
Q4 		$685K Buy
1,856
+8
+0.4% +$3.35K 0.21% 56
2024
Q3 		$961K Buy
1,848
+5
+0.3% +$2.67K 0.29% 48
2024
Q2 		$999K Sell
1,843
-138
-7% -$72.9K 0.3% 45
2024
Q1 		$1.03M Buy
1,981
+6
+0.3% +$2.98K 0.34% 40
2023
Q4 		$931K Sell
1,975
-17
-0.9% -$7.86K 0.35% 43
2023
Q3 		$867K Buy
+1,992
New +$904K 0.35% 44
2023
Q1 		– Sell
-2,116
Closed -$1.08M – 123
2022
Q4 		$1.08M Buy
2,116
+5
+0.2% +$2.54K 0.41% 48
2022
Q3 		$959K Buy
2,111
+6
+0.3% +$2.87K 0.41% 43
2022
Q2 		$1.02M Sell
2,105
-1
-0% -$495 0.39% 42
2022
Q1 		$1.03M Sell
2,106
-179
-8% -$81.8K 0.33% 48
2021
Q4 		$1.06M Sell
2,285
-109
-5% -$45.9K 0.33% 51
2021
Q3 		$892K Buy
2,394
+7
+0.3% +$2.66K 0.3% 50
2021
Q2 		$912K Sell
2,387
-151
-6% -$57.7K 0.29% 54
2021
Q1 		$911K Sell
2,538
-36
-1% -$11.6K 0.31% 50
2020
Q4 		$826K Buy
2,574
+108
+4% +$33.1K 0.3% 42
2020
Q3 		$662K Buy
2,466
+9
+0.4% +$2.42K 0.29% 47
2020
Q2 		$646K Buy
2,457
+9
+0.4% +$2.4K 0.31% 41
2020
Q1 		$556K Sell
2,448
-113
-4% -$30.8K 0.32% 46
2019
Q4 		$773K Buy
2,561
+7
+0.3% +$1.93K 0.37% 44
2019
Q3 		$613K Buy
2,554
+204
+9% +$55.9K 0.37% 43
2019
Q2 		$663K Buy
2,350
+13
+0.6% +$3.55K 0.44% 40
2019
Q1 		$671K Sell
2,337
-173
-7% -$50K 0.41% 47
2018
Q4 		$659K Buy
+2,510
New +$690K 0.46% 49

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

Frisch Financial Group's ELV Position: Q2 2026 in Review

Frisch Financial Group increased its Elevance Health (ELV) stake by 17% in Q2 2026, buying an estimated $122K and bringing the position to 2,229 shares worth $862K. The position accounts for 0.15% of the portfolio, ranked #81.

Frisch Financial Group first reported a position in ELV in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.08M in Q4 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Frisch Financial Group held 2,229 shares of Elevance Health worth $862K as of Q2 2026.
  • Frisch Financial Group bought 329 Elevance Health shares in Q2 2026, an estimated $122K.
  • Elevance Health made up 0.15% of Frisch Financial Group's portfolio in Q2 2026, its #81 holding.
  • Frisch Financial Group first reported a position in Elevance Health in Q4 2018 and has held it in 29 quarters since.
  • Frisch Financial Group's Elevance Health position peaked at $1.08M in Q4 2022.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.