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Quotient Wealth Partners’s Elevance Health ELV Stock Holding History

Quotient Wealth Partners’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 		$218K Buy
+564
New +$209K 0.01% 378
2024
Q4 		– Sell
-621
Closed -$323K – 328
2024
Q3 		$323K Sell
621
-14
-2% -$7.48K 0.01% 238
2024
Q2 		$344K Buy
635
+24
+4% +$12.7K 0.01% 225
2024
Q1 		$317K Buy
611
+74
+14% +$36.8K 0.01% 223
2023
Q4 		$253K Buy
+537
New +$248K 0.01% 244

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

Quotient Wealth Partners's ELV Position: Q2 2026 in Review

Quotient Wealth Partners opened a new position in Elevance Health (ELV) in Q2 2026: 564 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Quotient Wealth Partners previously reported a position in ELV as recently as Q3 2024.

Quotient Wealth Partners first reported a position in ELV in Q4 2023 and has held it in 5 quarters since. The position peaked at $344K in Q2 2024. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Quotient Wealth Partners held 564 shares of Elevance Health worth $218K as of Q2 2026.
  • Elevance Health was a new Quotient Wealth Partners position in Q2 2026.
  • Elevance Health made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #378 holding.
  • Quotient Wealth Partners first reported a position in Elevance Health in Q4 2023 and has held it in 5 quarters since.
  • Quotient Wealth Partners's Elevance Health position peaked at $344K in Q2 2024.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.