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Resonant Capital Advisors’s Elevance Health ELV Stock Holding History

Resonant Capital 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 		$416K Buy
1,076
+127
+13% +$47.1K 0.02% 334
2026
Q1 		$278K Sell
949
-213
-18% -$70K 0.01% 405
2025
Q4 		$407K Buy
1,162
+250
+27% +$84.5K 0.02% 285
2025
Q3 		$295K Sell
912
-71
-7% -$22.1K 0.02% 333
2025
Q2 		$382K Buy
983
+423
+76% +$170K 0.02% 283
2025
Q1 		$244K Sell
560
-36
-6% -$14.5K 0.02% 324
2024
Q4 		$220K Sell
596
-125
-17% -$52.3K 0.02% 333
2024
Q3 		$375K Buy
721
+220
+44% +$118K 0.03% 242
2024
Q2 		$271K Buy
501
+63
+14% +$33.3K 0.02% 286
2024
Q1 		$227K Buy
+438
New +$218K 0.02% 312

Other funds holding ELV

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Resonant Capital Advisors's ELV Position: Q2 2026 in Review

Resonant Capital Advisors increased its Elevance Health (ELV) stake by 13% in Q2 2026, buying an estimated $47.1K and bringing the position to 1,076 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #334.

Resonant Capital Advisors first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. 841 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Resonant Capital Advisors held 1,076 shares of Elevance Health worth $416K as of Q2 2026.
  • Resonant Capital Advisors bought 127 Elevance Health shares in Q2 2026, an estimated $47.1K.
  • Elevance Health made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #334 holding.
  • Resonant Capital Advisors first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • 841 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.