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 Q2	$345K	Buy	892 +4	+0.5%	+$1.48K	0.19%	76
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Retirement Planning Group (New York)'s ELV Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Elevance Health (ELV) stake by 0.45% in Q2 2026, buying an estimated $1.48K and bringing the position to 892 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #76.

Retirement Planning Group (New York) first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2024. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Retirement Planning Group (New York) held 892 shares of Elevance Health worth $345K as of Q2 2026.
Retirement Planning Group (New York) bought 4 Elevance Health shares in Q2 2026, an estimated $1.48K.
Elevance Health made up 0.19% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #76 holding.
Retirement Planning Group (New York) first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (New York)'s Elevance Health position peaked at $1.31M in Q4 2024.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.