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Keynote Financial Services’s Elevance Health ELV Stock Holding History

Keynote Financial Services’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 		$270K Sell
697
-8
-1% -$2.97K 0.13% 145
2026
Q1 		$206K Sell
705
-30
-4% -$9.86K 0.11% 159
2025
Q4 		$258K Sell
735
-25
-3% -$8.45K 0.14% 144
2025
Q3 		$246K Sell
760
-5
-0.7% -$1.55K 0.15% 137
2025
Q2 		$298K Sell
765
-20
-3% -$8.04K 0.2% 121
2025
Q1 		$341K Hold
785
– – 0.24% 108
2024
Q4 		$290K Sell
785
-5
-0.6% -$2.09K 0.22% 115
2024
Q3 		$411K Hold
790
– – 0.31% 91
2024
Q2 		$428K Sell
790
-39
-5% -$20.6K 0.36% 76
2024
Q1 		$430K Buy
+829
New +$412K 0.36% 78

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

Keynote Financial Services's ELV Position: Q2 2026 in Review

Keynote Financial Services reduced its Elevance Health (ELV) stake by 1.1% in Q2 2026, selling an estimated $2.97K and leaving 697 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #145.

Keynote Financial Services first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $430K in Q1 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Keynote Financial Services held 697 shares of Elevance Health worth $270K as of Q2 2026.
  • Keynote Financial Services sold 8 Elevance Health shares in Q2 2026, an estimated $2.97K.
  • Elevance Health made up 0.13% of Keynote Financial Services's portfolio in Q2 2026, its #145 holding.
  • Keynote Financial Services first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Elevance Health position peaked at $430K in Q1 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.