Greenup Street Wealth Management’s Elevance Health ELV Stock Holding History

Greenup Street Wealth 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	$3.97M	Buy	10,269 +106	+1%	+$39.3K	0.48%	37
2026 Q1	$2.98M	Buy	+10,163	New	+$3.34M	0.42%	44
2025 Q4	–	Sell	-6,068	Closed	-$1.96M	–	136
2025 Q3	$1.96M	Buy	6,068 +108	+2%	+$33.6K	0.3%	56
2025 Q2	$2.32M	Buy	5,960 +161	+3%	+$64.8K	0.4%	46
2025 Q1	$2.52M	Buy	+5,799	New	+$2.33M	0.5%	40
2024 Q4	–	Sell	-6,131	Closed	-$3.19M	–	95
2024 Q3	$3.19M	Sell	6,131 -2,563	-29%	-$1.37M	0.66%	33
2024 Q2	$4.71M	Buy	8,694 +319	+4%	+$169K	1.11%	20
2024 Q1	$4.34M	Buy	+8,375	New	+$4.17M	1.09%	23
2023 Q4	–	Sell	-3,319	Closed	-$1.45M	–	90
2023 Q3	$1.45M	Buy	+3,319	New	+$1.51M	0.47%	40
2022 Q1	–	Sell	-1,971	Closed	-$914K	–	87
2021 Q4	$914K	Buy	+1,971	New	+$829K	0.54%	48

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Greenup Street Wealth Management's ELV Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Elevance Health (ELV) stake by 1% in Q2 2026, buying an estimated $39.3K and bringing the position to 10,269 shares worth $3.97M. The position accounts for 0.48% of the portfolio, ranked #37.

Greenup Street Wealth Management first reported a position in ELV in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.71M in Q2 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Greenup Street Wealth Management held 10,269 shares of Elevance Health worth $3.97M as of Q2 2026.
Greenup Street Wealth Management bought 106 Elevance Health shares in Q2 2026, an estimated $39.3K.
Elevance Health made up 0.48% of Greenup Street Wealth Management's portfolio in Q2 2026, its #37 holding.
Greenup Street Wealth Management first reported a position in Elevance Health in Q4 2021 and has held it in 10 quarters since.
Greenup Street Wealth Management's Elevance Health position peaked at $4.71M in Q2 2024.
917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.