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Planning Strategies’s Elevance Health ELV Stock Holding History

Planning Strategies’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 		$4.64K Buy
+12
New +$4.45K ﹤0.01% 429

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Planning Strategies's ELV Position: Q2 2026 in Review

Planning Strategies opened a new position in Elevance Health (ELV) in Q2 2026: 12 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings.

1,513 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Planning Strategies held 12 shares of Elevance Health worth $4.64K as of Q2 2026.
  • Elevance Health was a new Planning Strategies position in Q2 2026.
  • Elevance Health made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #429 holding.
  • 1,513 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.