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Kelleher Financial Advisors’s Elevance Health ELV Stock Holding History

Kelleher Financial Advisors’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 		$7.35K Buy
+19
New +$7.05K ﹤0.01% 643
2024
Q4 		– Sell
-780
Closed -$406K – 117
2024
Q3 		$406K Hold
780
– – 0.15% 82
2024
Q2 		$423K Buy
+780
New +$412K 0.17% 81

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

Kelleher Financial Advisors's ELV Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 19 shares worth $7.35K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in ELV as recently as Q3 2024.

Kelleher Financial Advisors first reported a position in ELV in Q2 2024 and has held it in 3 quarters since. The position peaked at $423K in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Kelleher Financial Advisors held 19 shares of Elevance Health worth $7.35K as of Q2 2026.
  • Elevance Health was a new Kelleher Financial Advisors position in Q2 2026.
  • Elevance Health made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #643 holding.
  • Kelleher Financial Advisors first reported a position in Elevance Health in Q2 2024 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Elevance Health position peaked at $423K in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.