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High Note Wealth’s Elevance Health ELV Stock Holding History

High Note Wealth’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 		$8.12K Buy
21
+14
+200% +$5.19K ﹤0.01% 456
2026
Q1 		$2.05K Sell
7
-12
-63% -$3.94K ﹤0.01% 779
2025
Q4 		$6.66K Sell
19
-10
-34% -$3.38K ﹤0.01% 415
2025
Q3 		$9.37K Sell
29
-6
-17% -$1.87K ﹤0.01% 323
2025
Q2 		$13.6K Buy
35
+2
+6% +$804 ﹤0.01% 274
2025
Q1 		$14.4K Buy
33
+14
+74% +$5.62K ﹤0.01% 258
2024
Q4 		$7.01K Buy
+19
New +$7.95K ﹤0.01% 347

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

High Note Wealth's ELV Position: Q2 2026 in Review

High Note Wealth increased its Elevance Health (ELV) stake by 200% in Q2 2026, buying an estimated $5.19K and bringing the position to 21 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

High Note Wealth first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4K in Q1 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • High Note Wealth held 21 shares of Elevance Health worth $8.12K as of Q2 2026.
  • High Note Wealth bought 14 Elevance Health shares in Q2 2026, an estimated $5.19K.
  • Elevance Health made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #456 holding.
  • High Note Wealth first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Elevance Health position peaked at $14.4K in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.