InceptionR’s Elevance Health ELV Stock Holding History

InceptionR’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	$676K	Buy	+1,748	New	+$648K	0.17%	232
2025 Q3	–	Sell	-1,195	Closed	-$465K	–	748
2025 Q2	$465K	Buy	+1,195	New	+$481K	0.11%	335
2025 Q1	–	Sell	-3,885	Closed	-$1.43M	–	626
2024 Q4	$1.43M	Buy	3,885 +2,562	+194%	+$1.07M	0.32%	81
2024 Q3	$688K	Buy	+1,323	New	+$707K	0.17%	239
2024 Q2	–	Sell	-3,323	Closed	-$1.72M	–	662
2024 Q1	$1.72M	Buy	3,323 +1,421	+75%	+$707K	0.44%	24
2023 Q4	$897K	Buy	+1,902	New	+$879K	0.64%	1
2023 Q3	–	Sell	-979	Closed	-$435K	–	446
2023 Q2	$435K	Sell	979 -151	-13%	-$69.7K	0.23%	174
2023 Q1	$520K	Buy	1,130 +573	+103%	+$273K	0.17%	236
2022 Q4	$286K	Buy	+557	New	+$283K	0.15%	289

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

InceptionR's ELV Position: Q2 2026 in Review

InceptionR opened a new position in Elevance Health (ELV) in Q2 2026: 1,748 shares worth $676K. The stake represents 0.17% of the portfolio and ranks #232 among its holdings. This is a return to the name: InceptionR previously reported a position in ELV as recently as Q2 2025.

InceptionR first reported a position in ELV in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.72M in Q1 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

InceptionR held 1,748 shares of Elevance Health worth $676K as of Q2 2026.
Elevance Health was a new InceptionR position in Q2 2026.
Elevance Health made up 0.17% of InceptionR's portfolio in Q2 2026, its #232 holding.
InceptionR first reported a position in Elevance Health in Q4 2022 and has held it in 9 quarters since.
InceptionR's Elevance Health position peaked at $1.72M in Q1 2024.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.