Heritage Wealth Management (Ohio)’s Elevance Health ELV Stock Holding History

Heritage Wealth Management (Ohio)’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	$428K	Hold	1,106	–	–	0.11%	183
2026 Q1	$324K	Sell	1,106 -90	-8%	-$29.6K	0.16%	119
2025 Q4	$419K	Sell	1,196 -40	-3%	-$13.5K	0.12%	168
2025 Q3	$399K	Buy	1,236 +45	+4%	+$14K	0.12%	167
2025 Q2	$463K	Sell	1,191 -319	-21%	-$128K	0.15%	151
2025 Q1	$657K	Sell	1,510 -250	-14%	-$100K	0.22%	107
2024 Q4	$649K	Sell	1,760 -207	-11%	-$86.6K	0.22%	114
2024 Q3	$1.02M	Sell	1,967 -169	-8%	-$90.3K	0.34%	77
2024 Q2	$1.13M	Buy	+2,136	New	+$1.13M	0.38%	71

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

Heritage Wealth Management (Ohio)'s ELV Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Elevance Health (ELV) position steady in Q2 2026 at 1,106 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #183.

Heritage Wealth Management (Ohio) first reported a position in ELV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Heritage Wealth Management (Ohio) held 1,106 shares of Elevance Health worth $428K as of Q2 2026.
Heritage Wealth Management (Ohio) left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #183 holding.
Heritage Wealth Management (Ohio) first reported a position in Elevance Health in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Elevance Health position peaked at $1.13M in Q2 2024.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.