PUREfi Wealth’s Elevance Health ELV Stock Holding History

PUREfi Wealth’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 Q3	$255K	Buy	+656	New	+$262K	0.12%	200

Other funds holding ELV

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

PUREfi Wealth's ELV Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Elevance Health (ELV) in Q3 2026: 656 shares worth $255K. The stake represents 0.12% of the portfolio and ranks #200 among its holdings.

753 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

PUREfi Wealth held 656 shares of Elevance Health worth $255K as of Q3 2026.
Elevance Health was a new PUREfi Wealth position in Q3 2026.
Elevance Health made up 0.12% of PUREfi Wealth's portfolio in Q3 2026, its #200 holding.
753 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.