RWM
ELV icon

Rialto Wealth Management’s Elevance Health ELV Stock Holding History

Rialto 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 		$36.7K Sell
95
-5
-5% -$1.85K 0.01% 353
2026
Q1 		$29.3K Buy
100
+62
+163% +$20.4K 0.01% 333
2025
Q4 		$13.3K Buy
38
+2
+6% +$676 ﹤0.01% 415
2025
Q3 		$11.6K Hold
36
– – ﹤0.01% 409
2025
Q2 		$14K Buy
36
+5
+16% +$2.01K ﹤0.01% 386
2025
Q1 		$13.5K Buy
+31
New +$12.4K ﹤0.01% 381

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

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

Rialto Wealth Management reduced its Elevance Health (ELV) stake by 5% in Q2 2026, selling an estimated $1.85K and leaving 95 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #353.

Rialto Wealth Management first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Rialto Wealth Management held 95 shares of Elevance Health worth $36.7K as of Q2 2026.
  • Rialto Wealth Management sold 5 Elevance Health shares in Q2 2026, an estimated $1.85K.
  • Elevance Health made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Rialto Wealth Management first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.