BPI
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BFC Planning, Inc.’s Elevance Health ELV Stock Holding History

BFC Planning, Inc.’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 		$182K Sell
469
-1,406
-75% -$521K 0.01% 969
2026
Q1 		$549K Sell
1,875
-51
-3% -$16.8K 0.02% 537
2025
Q4 		$675K Buy
1,926
+1,351
+235% +$457K 0.03% 463
2025
Q3 		$186K Sell
575
-1
-0.2% -$311 0.01% 696
2025
Q2 		$224K Buy
576
+11
+2% +$4.42K 0.02% 597
2025
Q1 		$246K Buy
565
+18
+3% +$7.23K 0.02% 531
2024
Q4 		$202K Buy
+547
New +$229K 0.02% 612

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 $3.38T AUM 44.17% 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 $103B AUM 36.66% 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

BFC Planning, Inc.'s ELV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Elevance Health (ELV) stake by 75% in Q2 2026, selling an estimated $521K and leaving 469 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #969.

BFC Planning, Inc. first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $675K in Q4 2025. 1,617 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • BFC Planning, Inc. held 469 shares of Elevance Health worth $182K as of Q2 2026.
  • BFC Planning, Inc. sold 1,406 Elevance Health shares in Q2 2026, an estimated $521K.
  • Elevance Health made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #969 holding.
  • BFC Planning, Inc. first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Elevance Health position peaked at $675K in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.