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
Q2 		$461K Sell
1,191
-17
-1% -$6.3K 0.06% 149
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 $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

HORAN Wealth's ELV Position: Q2 2026 in Review

HORAN Wealth reduced its Elevance Health (ELV) stake by 1.4% in Q2 2026, selling an estimated $6.3K and leaving 1,191 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #149.

HORAN Wealth first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • HORAN Wealth held 1,191 shares of Elevance Health worth $461K as of Q2 2026.
  • HORAN Wealth sold 17 Elevance Health shares in Q2 2026, an estimated $6.3K.
  • Elevance Health made up 0.06% of HORAN Wealth's portfolio in Q2 2026, its #149 holding.
  • HORAN Wealth first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.