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Primoris Wealth Advisors’s Elevance Health ELV Stock Holding History

Primoris Wealth 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 		$329K Buy
+850
New +$315K 0.15% 100

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

Primoris Wealth Advisors's ELV Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 850 shares worth $329K. The stake represents 0.15% of the portfolio and ranks #100 among its holdings.

1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Primoris Wealth Advisors held 850 shares of Elevance Health worth $329K as of Q2 2026.
  • Elevance Health was a new Primoris Wealth Advisors position in Q2 2026.
  • Elevance Health made up 0.15% of Primoris Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.