RWM
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Rench Wealth Management’s Elevance Health ELV Stock Holding History

Rench Wealth Management’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 		$3.54M Sell
9,158
-112
-1% -$41.5K 0.95% 36
2026
Q1 		$2.71M Sell
9,270
-741
-7% -$244K 0.82% 38
2025
Q4 		$3.51M Sell
10,011
-788
-7% -$266K 1.01% 36
2025
Q3 		$3.49M Buy
10,799
+4
+0% +$1.24K 1.02% 36
2025
Q2 		$4.2M Buy
10,795
+668
+7% +$269K 1.33% 32
2025
Q1 		$4.4M Buy
10,127
+204
+2% +$81.9K 1.52% 31
2024
Q4 		$3.66M Sell
9,923
-628
-6% -$263K 1.25% 35
2024
Q3 		$5.49M Buy
10,551
+793
+8% +$424K 1.88% 24
2024
Q2 		$5.29M Buy
9,758
+347
+4% +$183K 1.9% 21
2024
Q1 		$4.88M Buy
+9,411
New +$4.68M 1.87% 20

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

Rench Wealth Management's ELV Position: Q2 2026 in Review

Rench Wealth Management reduced its Elevance Health (ELV) stake by 1.2% in Q2 2026, selling an estimated $41.5K and leaving 9,158 shares worth $3.54M. The position accounts for 0.95% of the portfolio, ranked #36.

Rench Wealth Management first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.49M in Q3 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Rench Wealth Management held 9,158 shares of Elevance Health worth $3.54M as of Q2 2026.
  • Rench Wealth Management sold 112 Elevance Health shares in Q2 2026, an estimated $41.5K.
  • Elevance Health made up 0.95% of Rench Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Rench Wealth Management first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • Rench Wealth Management's Elevance Health position peaked at $5.49M in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Rench Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.