Retirement Planning Group (New York)’s Elevance Health ELV Stock Holding History

Retirement Planning Group (New York)’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 Q1	$260K	Buy	888 +6	+0.7%	+$1.97K	0.17%	79
2025 Q4	$309K	Buy	882 +4	+0.5%	+$1.35K	0.21%	66
2025 Q3	$284K	Buy	878 +4	+0.5%	+$1.24K	0.21%	71
2025 Q2	$340K	Buy	874 +4	+0.5%	+$1.61K	0.3%	53
2025 Q1	$378K	Sell	870 -2,683	-76%	-$1.08M	0.38%	48
2024 Q4	$1.31M	Buy	+3,553	New	+$1.49M	1.44%	22

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Retirement Planning Group (New York)'s ELV Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Elevance Health (ELV) stake by 0.68% in Q1 2026, buying an estimated $1.97K and bringing the position to 888 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #79.

Retirement Planning Group (New York) first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Retirement Planning Group (New York) held 888 shares of Elevance Health worth $260K as of Q1 2026.
Retirement Planning Group (New York) bought 6 Elevance Health shares in Q1 2026, an estimated $1.97K.
Elevance Health made up 0.17% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #79 holding.
Retirement Planning Group (New York) first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s Elevance Health position peaked at $1.31M in Q4 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.