Koshinski Asset Management’s Elevance Health ELV Stock Holding History

Koshinski Asset 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	$289K	Buy	+747	New	+$277K	0.02%	629
2024 Q4	–	Sell	-468	Closed	-$243K	–	638
2024 Q3	$243K	Buy	468 +8	+2%	+$4.27K	0.02%	538
2024 Q2	$244K	Buy	+460	New	+$243K	0.02%	510
2023 Q4	–	Sell	-570	Closed	-$248K	–	540
2023 Q3	$248K	Buy	570 +31	+6%	+$14.1K	0.03%	468
2023 Q2	$239K	Buy	539 +58	+12%	+$26.8K	0.03%	506
2023 Q1	$221K	Sell	481 -3	-0.6%	-$1.43K	0.02%	513
2022 Q4	$248K	Buy	+484	New	+$246K	0.02%	508
2022 Q3	–	Sell	-523	Closed	-$252K	–	587
2022 Q2	$252K	Buy	+523	New	+$259K	0.03%	501

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 $3.38T AUM 44.17% 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

Koshinski Asset Management's ELV Position: Q2 2026 in Review

Koshinski Asset Management opened a new position in Elevance Health (ELV) in Q2 2026: 747 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #629 among its holdings. This is a return to the name: Koshinski Asset Management previously reported a position in ELV as recently as Q3 2024.

Koshinski Asset Management first reported a position in ELV in Q2 2022 and has held it in 8 quarters since. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Koshinski Asset Management held 747 shares of Elevance Health worth $289K as of Q2 2026.
Elevance Health was a new Koshinski Asset Management position in Q2 2026.
Elevance Health made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #629 holding.
Koshinski Asset Management first reported a position in Elevance Health in Q2 2022 and has held it in 8 quarters since.
1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.