Harbor Asset Planning
ELV icon

Harbor Asset Planning’s Elevance Health ELV Stock Holding History

Harbor Asset Planning’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
Q3 		$107K Hold
276
– – 0.08% 145
2026
Q2 		$107K Hold
276
– – 0.08% 143
2026
Q1 		$80.8K Hold
276
– – 0.07% 153
2025
Q4 		$96.8K Hold
276
– – 0.08% 138
2025
Q3 		$89.2K Hold
276
– – 0.08% 147
2025
Q2 		$107K Buy
+276
New +$111K 0.1% 125

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
High Ground Investment Management
High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return

Harbor Asset Planning's ELV Position: Q3 2026 in Review

Harbor Asset Planning held its Elevance Health (ELV) position steady in Q3 2026 at 276 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #145.

Harbor Asset Planning first reported a position in ELV in Q2 2025 and has held it in 6 quarters since. The position peaked at $107K in Q2 2025. 876 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Harbor Asset Planning held 276 shares of Elevance Health worth $107K as of Q3 2026.
  • Harbor Asset Planning left its Elevance Health share count unchanged in Q3 2026.
  • Elevance Health made up 0.08% of Harbor Asset Planning's portfolio in Q3 2026, its #145 holding.
  • Harbor Asset Planning first reported a position in Elevance Health in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Elevance Health position peaked at $107K in Q2 2025.
  • 876 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.