PFA
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Pure Financial Advisors’s Elevance Health ELV Stock Holding History

Pure Financial 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 		$1.02M Buy
2,625
+160
+6% +$59.3K 0.01% 248
2026
Q1 		$722K Sell
2,465
-510
-17% -$168K 0.01% 266
2025
Q4 		$1.04M Buy
2,975
+277
+10% +$93.6K 0.02% 212
2025
Q3 		$872K Sell
2,698
-51
-2% -$15.9K 0.01% 227
2025
Q2 		$1.07M Buy
2,749
+776
+39% +$312K 0.02% 198
2025
Q1 		$858K Buy
1,973
+95
+5% +$38.1K 0.02% 187
2024
Q4 		$693K Sell
1,878
-337
-15% -$141K 0.02% 185
2024
Q3 		$1.15M Buy
2,215
+12
+0.5% +$6.41K 0.03% 145
2024
Q2 		$1.19M Sell
2,203
-40
-2% -$21.1K 0.03% 138
2024
Q1 		$1.16M Buy
2,243
+22
+1% +$10.9K 0.04% 143
2023
Q4 		$1.05M Sell
2,221
-236
-10% -$109K 0.04% 143
2023
Q3 		$1.07M Buy
2,457
+25
+1% +$11.3K 0.04% 124
2023
Q2 		$1.08M Buy
2,432
+574
+31% +$265K 0.05% 127
2023
Q1 		$854K Buy
1,858
+102
+6% +$48.5K 0.04% 134
2022
Q4 		$901K Buy
1,756
+3
+0.2% +$1.52K 0.05% 125
2022
Q3 		$796K Buy
1,753
+754
+75% +$361K 0.05% 127
2022
Q2 		$482K Buy
999
+9
+0.9% +$4.45K 0.03% 158
2022
Q1 		$486K Buy
990
+1
+0.1% +$457 0.02% 149
2021
Q4 		$459K Hold
989
– – 0.02% 138
2021
Q3 		$369K Buy
989
+9
+0.9% +$3.42K 0.03% 140
2021
Q2 		$374K Hold
980
– – 0.03% 137
2021
Q1 		$352K Hold
980
– – 0.04% 134
2020
Q4 		$315K Buy
+980
New +$301K 0.04% 143

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

Pure Financial Advisors's ELV Position: Q2 2026 in Review

Pure Financial Advisors increased its Elevance Health (ELV) stake by 6.5% in Q2 2026, buying an estimated $59.3K and bringing the position to 2,625 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #248.

Pure Financial Advisors first reported a position in ELV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Pure Financial Advisors held 2,625 shares of Elevance Health worth $1.02M as of Q2 2026.
  • Pure Financial Advisors bought 160 Elevance Health shares in Q2 2026, an estimated $59.3K.
  • Elevance Health made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #248 holding.
  • Pure Financial Advisors first reported a position in Elevance Health in Q4 2020 and has held it in 23 quarters since.
  • Pure Financial Advisors's Elevance Health position peaked at $1.19M in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.