PFS
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Prospera Financial Services’s Elevance Health ELV Stock Holding History

Prospera Financial Services’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 		$497K Sell
1,282
-123
-9% -$45.6K 0.01% 1039
2026
Q1 		$413K Buy
1,405
+158
+13% +$51.9K 0.01% 1080
2025
Q4 		$439K Sell
1,247
-53
-4% -$17.9K 0.01% 972
2025
Q3 		$422K Sell
1,300
-4,112
-76% -$1.28M 0.01% 1008
2025
Q2 		$2.11M Buy
5,412
+4,168
+335% +$1.68M 0.04% 453
2025
Q1 		$544K Buy
1,244
+11
+0.9% +$4.42K 0.01% 752
2024
Q4 		$457K Buy
1,233
+8
+0.7% +$3.35K 0.01% 768
2024
Q3 		$640K Sell
1,225
-6
-0.5% -$3.21K 0.02% 636
2024
Q2 		$669K Buy
1,231
+9
+0.7% +$4.76K 0.02% 611
2024
Q1 		$635K Buy
1,222
+84
+7% +$41.8K 0.02% 623
2023
Q4 		$537K Sell
1,138
-15
-1% -$6.94K 0.02% 636
2023
Q3 		$503K Buy
1,153
+76
+7% +$34.5K 0.02% 612
2023
Q2 		$480K Sell
1,077
-193
-15% -$89K 0.02% 633
2023
Q1 		$585K Hold
1,270
– – 0.02% 566
2022
Q4 		$652K Buy
1,270
+223
+21% +$113K 0.03% 465
2022
Q3 		$477K Buy
1,047
+468
+81% +$224K 0.02% 534
2022
Q2 		$280K Buy
579
+53
+10% +$26.2K 0.01% 649
2022
Q1 		$259K Sell
526
-19
-3% -$8.69K 0.01% 789
2021
Q4 		$253K Sell
545
-582
-52% -$245K 0.01% 752
2021
Q3 		$420K Buy
1,127
+162
+17% +$61.6K 0.02% 579
2021
Q2 		$369K Sell
965
-69
-7% -$26.4K 0.02% 608
2021
Q1 		$371K Sell
1,034
-11
-1% -$3.54K 0.02% 562
2020
Q4 		$337K Buy
1,045
+1,034
+9,400% +$317K 0.02% 505
2020
Q3 		$3K Buy
+11
New +$2.96K ﹤0.01% 1376
2018
Q1 		– Sell
-1,040
Closed -$239K – 446
2017
Q4 		$239K Buy
+1,040
New +$222K 0.04% 349

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

Prospera Financial Services's ELV Position: Q2 2026 in Review

Prospera Financial Services reduced its Elevance Health (ELV) stake by 8.8% in Q2 2026, selling an estimated $45.6K and leaving 1,282 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #1039.

Prospera Financial Services first reported a position in ELV in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.11M in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Prospera Financial Services held 1,282 shares of Elevance Health worth $497K as of Q2 2026.
  • Prospera Financial Services sold 123 Elevance Health shares in Q2 2026, an estimated $45.6K.
  • Elevance Health made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1039 holding.
  • Prospera Financial Services first reported a position in Elevance Health in Q4 2017 and has held it in 25 quarters since.
  • Prospera Financial Services's Elevance Health position peaked at $2.11M in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.