OF
ELV icon

Optimize Financial’s Elevance Health ELV Stock Holding History

Optimize Financial’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
Q1 		$448K Buy
+1,530
New +$503K 0.22% 151

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Optimize Financial's ELV Position: Q1 2026 in Review

Optimize Financial opened a new position in Elevance Health (ELV) in Q1 2026: 1,530 shares worth $448K. The stake represents 0.22% of the portfolio and ranks #151 among its holdings.

1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Optimize Financial held 1,530 shares of Elevance Health worth $448K as of Q1 2026.
  • Elevance Health was a new Optimize Financial position in Q1 2026.
  • Elevance Health made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #151 holding.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.