JWM
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Jeppson Wealth Management’s Elevance Health ELV Stock Holding History

Jeppson Wealth Management’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 		$203K Buy
+524
New +$194K 0.06% 233
2020
Q4 		– Sell
-5
Closed -$1K – 218
2020
Q3 		$1K Buy
+5
New +$1.34K ﹤0.01% 493

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

Jeppson Wealth Management's ELV Position: Q2 2026 in Review

Jeppson Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 524 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #233 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in ELV as recently as Q3 2020.

Jeppson Wealth Management first reported a position in ELV in Q3 2020 and has held it in 2 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Jeppson Wealth Management held 524 shares of Elevance Health worth $203K as of Q2 2026.
  • Elevance Health was a new Jeppson Wealth Management position in Q2 2026.
  • Elevance Health made up 0.06% of Jeppson Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Jeppson Wealth Management first reported a position in Elevance Health in Q3 2020 and has held it in 2 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.