Lakeridge Wealth Management’s Elevance Health ELV Stock Holding History

Lakeridge 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	$301K	Sell	779 -18	-2%	-$6.67K	0.11%	144
2026 Q1	$233K	Buy	797 +5	+0.6%	+$1.64K	0.1%	154
2025 Q4	$278K	Buy	792 +54	+7%	+$18.2K	0.13%	131
2025 Q3	$238K	Buy	738 +3	+0.4%	+$933	0.11%	132
2025 Q2	$286K	Buy	735 +6	+0.8%	+$2.41K	0.13%	122
2025 Q1	$317K	Buy	729 +9	+1%	+$3.61K	0.16%	116
2024 Q4	$266K	Buy	720 +4	+0.6%	+$1.67K	0.14%	126
2024 Q3	$372K	Sell	716 -1	-0.1%	-$534	0.2%	95
2024 Q2	$388K	Hold	717	–	–	0.23%	84
2024 Q1	$372K	Buy	717 +2	+0.3%	+$995	0.24%	84
2023 Q4	$337K	Buy	+715	New	+$331K	0.24%	84

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 $3.37T AUM 44.26% 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

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

Lakeridge Wealth Management reduced its Elevance Health (ELV) stake by 2.3% in Q2 2026, selling an estimated $6.67K and leaving 779 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #144.

Lakeridge Wealth Management first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $388K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Lakeridge Wealth Management held 779 shares of Elevance Health worth $301K as of Q2 2026.
Lakeridge Wealth Management sold 18 Elevance Health shares in Q2 2026, an estimated $6.67K.
Elevance Health made up 0.11% of Lakeridge Wealth Management's portfolio in Q2 2026, its #144 holding.
Lakeridge Wealth Management first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Elevance Health position peaked at $388K in Q2 2024.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.