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GeoWealth Management’s Elevance Health ELV Stock Holding History

GeoWealth Management’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 		$2.27M Buy
5,863
+24
+0.4% +$8.9K 0.07% 159
2026
Q1 		$1.71M Buy
5,839
+1,494
+34% +$491K 0.06% 180
2025
Q4 		$1.52M Sell
4,345
-653
-13% -$221K 0.06% 198
2025
Q3 		$1.62M Buy
4,998
+3,328
+199% +$1.04M 0.06% 202
2025
Q2 		$650K Sell
1,670
-103
-6% -$41.4K 0.03% 350
2025
Q1 		$772K Buy
1,773
+304
+21% +$122K 0.03% 328
2024
Q4 		$542K Buy
1,469
+248
+20% +$104K 0.02% 452
2024
Q3 		$635K Sell
1,221
-7
-0.6% -$3.74K 0.02% 418
2024
Q2 		$665K Buy
1,228
+400
+48% +$211K 0.03% 360
2024
Q1 		$429K Buy
828
+736
+800% +$366K 0.02% 480
2023
Q4 		$43K Sell
92
-21
-19% -$9.71K ﹤0.01% 629
2023
Q3 		$50K Buy
113
+52
+85% +$23.6K 0.01% 393
2023
Q2 		$27K Buy
61
+17
+39% +$7.84K ﹤0.01% 356
2023
Q1 		$20K Buy
+44
New +$20.9K ﹤0.01% 320

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

GeoWealth Management's ELV Position: Q2 2026 in Review

GeoWealth Management increased its Elevance Health (ELV) stake by 0.41% in Q2 2026, buying an estimated $8.9K and bringing the position to 5,863 shares worth $2.27M. The position accounts for 0.07% of the portfolio, ranked #159.

GeoWealth Management first reported a position in ELV in Q1 2023 and has held it in 14 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • GeoWealth Management held 5,863 shares of Elevance Health worth $2.27M as of Q2 2026.
  • GeoWealth Management bought 24 Elevance Health shares in Q2 2026, an estimated $8.9K.
  • Elevance Health made up 0.07% of GeoWealth Management's portfolio in Q2 2026, its #159 holding.
  • GeoWealth Management first reported a position in Elevance Health in Q1 2023 and has held it in 14 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.