RWS
ELV icon

Retirement Wealth Solutions’s Elevance Health ELV Stock Holding History

Retirement Wealth Solutions’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 		$4.25K Buy
11
+8
+267% +$2.97K ﹤0.01% 378
2026
Q1 		$879 Hold
3
– – ﹤0.01% 660
2025
Q4 		$1.05K Hold
3
– – ﹤0.01% 568
2025
Q3 		$970 Buy
+3
New +$933 ﹤0.01% 567

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

Retirement Wealth Solutions's ELV Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Elevance Health (ELV) stake by 267% in Q2 2026, buying an estimated $2.97K and bringing the position to 11 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Retirement Wealth Solutions first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Retirement Wealth Solutions held 11 shares of Elevance Health worth $4.25K as of Q2 2026.
  • Retirement Wealth Solutions bought 8 Elevance Health shares in Q2 2026, an estimated $2.97K.
  • Elevance Health made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #378 holding.
  • Retirement Wealth Solutions first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.