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Kerr Financial Planning’s Elevance Health ELV Stock Holding History

Kerr Financial Planning’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 		$18.3K Sell
48
-2
-4% -$742 0.02% 299
2026
Q1 		$17.9K Buy
50
+5
+11% +$1.64K 0.01% 293
2025
Q4 		$15.3K Sell
45
-1
-2% -$338 0.02% 312
2025
Q3 		$15.2K Buy
+46
New +$14.3K 0.02% 295

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

Kerr Financial Planning's ELV Position: Q2 2026 in Review

Kerr Financial Planning reduced its Elevance Health (ELV) stake by 4% in Q2 2026, selling an estimated $742 and leaving 48 shares worth $18.3K. The position accounts for 0.02% of the portfolio, ranked #299.

Kerr Financial Planning first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Kerr Financial Planning held 48 shares of Elevance Health worth $18.3K as of Q2 2026.
  • Kerr Financial Planning sold 2 Elevance Health shares in Q2 2026, an estimated $742.
  • Elevance Health made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #299 holding.
  • Kerr Financial Planning first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.