HAP
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Harbor Asset Planning's ELV Position: Q2 2026 in Review

Harbor Asset Planning held its Elevance Health (ELV) position steady in Q2 2026 at 276 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #143.

Harbor Asset Planning first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. The position peaked at $107K in Q2 2025. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Harbor Asset Planning held 276 shares of Elevance Health worth $107K as of Q2 2026.
  • Harbor Asset Planning left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.08% of Harbor Asset Planning's portfolio in Q2 2026, its #143 holding.
  • Harbor Asset Planning first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Elevance Health position peaked at $107K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.