RFN
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RDA Financial Network’s Elevance Health ELV Stock Holding History

RDA Financial Network’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 		$2.68M Sell
6,918
-70
-1% -$26K 0.58% 44
2026
Q1 		$2.05M Buy
6,988
+96
+1% +$31.6K 0.51% 52
2025
Q4 		$2.42M Sell
6,892
-11
-0.2% -$3.72K 0.58% 42
2025
Q3 		$2.23M Sell
6,903
-121
-2% -$37.6K 0.55% 49
2025
Q2 		$2.73M Buy
7,024
+558
+9% +$224K 0.74% 31
2025
Q1 		$2.81M Buy
6,466
+82
+1% +$32.9K 0.84% 27
2024
Q4 		$2.36M Buy
6,384
+32
+0.5% +$13.4K 0.69% 35
2024
Q3 		$3.3M Sell
6,352
-121
-2% -$64.6K 1.02% 23
2024
Q2 		$3.51M Buy
6,473
+7
+0.1% +$3.7K 1.15% 19
2024
Q1 		$3.35M Buy
6,466
+10
+0.2% +$4.97K 1.15% 22
2023
Q4 		$3.04M Buy
6,456
+7
+0.1% +$3.24K 1.15% 20
2023
Q3 		$2.81M Buy
6,449
+139
+2% +$63K 1.22% 21
2023
Q2 		$2.8M Sell
6,310
-11
-0.2% -$5.07K 1.18% 22
2023
Q1 		$2.91M Buy
6,321
+64
+1% +$30.5K 1.33% 18
2022
Q4 		$3.21M Sell
6,257
-588
-9% -$299K 1.61% 12
2022
Q3 		$3.11M Buy
6,845
+77
+1% +$36.8K 1.7% 9
2022
Q2 		$3.27M Sell
6,768
-140
-2% -$69.3K 1.65% 9
2022
Q1 		$3.39M Buy
6,908
+204
+3% +$93.2K 1.43% 15
2021
Q4 		$3.11M Sell
6,704
-293
-4% -$123K 1.27% 19
2021
Q3 		$2.61M Sell
6,997
-112
-2% -$42.6K 1.15% 27
2021
Q2 		$2.71M Sell
7,109
-248
-3% -$94.8K 1.2% 25
2021
Q1 		$2.64M Buy
7,357
+4
+0.1% +$1.29K 1.13% 23
2020
Q4 		$2.36M Sell
7,353
-132
-2% -$40.5K 1.06% 24
2020
Q3 		$2.01M Sell
7,485
-30
-0.4% -$8.07K 0.91% 30
2020
Q2 		$1.98M Sell
7,515
-49
-0.6% -$13.1K 0.99% 26
2020
Q1 		$1.72M Hold
7,564
– – 1.04% 21
2019
Q4 		$2.06M Sell
7,564
-5
-0.1% -$1.38K 0.84% 22
2019
Q3 		$2.22M Buy
7,569
+65
+0.9% +$17.8K 0.95% 20
2019
Q2 		$2.14M Buy
+7,504
New +$2.05M 0.96% 18

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

RDA Financial Network's ELV Position: Q2 2026 in Review

RDA Financial Network reduced its Elevance Health (ELV) stake by 1% in Q2 2026, selling an estimated $26K and leaving 6,918 shares worth $2.68M. The position accounts for 0.58% of the portfolio, ranked #44.

RDA Financial Network first reported a position in ELV in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.51M in Q2 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • RDA Financial Network held 6,918 shares of Elevance Health worth $2.68M as of Q2 2026.
  • RDA Financial Network sold 70 Elevance Health shares in Q2 2026, an estimated $26K.
  • Elevance Health made up 0.58% of RDA Financial Network's portfolio in Q2 2026, its #44 holding.
  • RDA Financial Network first reported a position in Elevance Health in Q2 2019 and has held it in 29 quarters since.
  • RDA Financial Network's Elevance Health position peaked at $3.51M in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.