LRIA
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Leonard Rickey Investment Advisors’s Elevance Health ELV Stock Holding History

Leonard Rickey Investment 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 		$570K Buy
1,474
+11
+0.8% +$4.08K 0.09% 66
2026
Q1 		$428K Buy
1,463
+30
+2% +$9.86K 0.07% 73
2025
Q4 		$502K Buy
1,433
+74
+5% +$25K 0.09% 69
2025
Q3 		$439K Buy
1,359
+92
+7% +$28.6K 0.08% 75
2025
Q2 		$493K Buy
1,267
+82
+7% +$33K 0.1% 62
2025
Q1 		$523K Buy
1,185
+124
+12% +$49.8K 0.11% 57
2024
Q4 		$391K Buy
1,061
+35
+3% +$14.6K 0.09% 66
2024
Q3 		$534K Buy
1,026
+11
+1% +$5.88K 0.12% 60
2024
Q2 		$550K Buy
1,015
+160
+19% +$84.6K 0.13% 56
2024
Q1 		$443K Buy
855
+83
+11% +$41.3K 0.11% 55
2023
Q4 		$364K Buy
772
+7
+0.9% +$3.24K 0.11% 57
2023
Q3 		$333K Buy
+765
New +$347K 0.11% 56

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

Leonard Rickey Investment Advisors's ELV Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Elevance Health (ELV) stake by 0.75% in Q2 2026, buying an estimated $4.08K and bringing the position to 1,474 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #66.

Leonard Rickey Investment Advisors first reported a position in ELV in Q3 2023 and has held it in 12 quarters since. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Leonard Rickey Investment Advisors held 1,474 shares of Elevance Health worth $570K as of Q2 2026.
  • Leonard Rickey Investment Advisors bought 11 Elevance Health shares in Q2 2026, an estimated $4.08K.
  • Elevance Health made up 0.09% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Leonard Rickey Investment Advisors first reported a position in Elevance Health in Q3 2023 and has held it in 12 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.