H&H Retirement Design & Management’s Elevance Health ELV Stock Holding History

H&H Retirement Design & 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	$685K	Buy	1,823 +22	+1%	+$8.16K	0.31%	50
2026 Q1	$671K	Sell	1,801 -121	-6%	-$39.8K	0.32%	52
2025 Q4	$657K	Hold	1,922	–	–	0.33%	50
2025 Q3	$584K	Buy	1,922 +39	+2%	+$12.1K	0.31%	51
2025 Q2	$521K	Buy	1,883 +178	+10%	+$71.6K	0.29%	51
2025 Q1	$693K	Hold	1,705	–	–	0.46%	44
2024 Q4	$657K	Buy	1,705 +227	+15%	+$95K	0.4%	47
2024 Q3	$715K	Buy	1,478 +20	+1%	+$10.7K	0.42%	46
2024 Q2	$735K	Buy	1,458 +5	+0.3%	+$2.64K	0.45%	47
2024 Q1	$773K	Buy	+1,453	New	+$723K	0.51%	46

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

H&H Retirement Design & Management's ELV Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Elevance Health (ELV) stake by 1.2% in Q2 2026, buying an estimated $8.16K and bringing the position to 1,823 shares worth $685K. The position accounts for 0.31% of the portfolio, ranked #50.

H&H Retirement Design & Management first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $773K in Q1 2024. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

H&H Retirement Design & Management held 1,823 shares of Elevance Health worth $685K as of Q2 2026.
H&H Retirement Design & Management bought 22 Elevance Health shares in Q2 2026, an estimated $8.16K.
Elevance Health made up 0.31% of H&H Retirement Design & Management's portfolio in Q2 2026, its #50 holding.
H&H Retirement Design & Management first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
H&H Retirement Design & Management's Elevance Health position peaked at $773K in Q1 2024.
1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.