HW
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HORAN Wealth’s Elevance Health ELV Stock Holding History

HORAN 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
Q1 		$408K Sell
1,208
-5
-0.4% -$1.64K 0.04% 148
2025
Q4 		$425K Buy
1,213
+20
+2% +$6.76K 0.07% 128
2025
Q3 		$385K Buy
+1,193
New +$371K 0.06% 145

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

HORAN Wealth's ELV Position: Q1 2026 in Review

HORAN Wealth reduced its Elevance Health (ELV) stake by 0.41% in Q1 2026, selling an estimated $1.64K and leaving 1,208 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #148.

HORAN Wealth first reported a position in ELV in Q3 2025 and has held it in 3 quarters since. The position peaked at $425K in Q4 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • HORAN Wealth held 1,208 shares of Elevance Health worth $408K as of Q1 2026.
  • HORAN Wealth sold 5 Elevance Health shares in Q1 2026, an estimated $1.64K.
  • Elevance Health made up 0.04% of HORAN Wealth's portfolio in Q1 2026, its #148 holding.
  • HORAN Wealth first reported a position in Elevance Health in Q3 2025 and has held it in 3 quarters since.
  • HORAN Wealth's Elevance Health position peaked at $425K in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.