Ridgecrest Wealth Partners’s Elevance Health ELV Stock Holding History

Ridgecrest Wealth Partners’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	$248K	Buy	+640	New	+$237K	0.12%	92
2026 Q1	–	Sell	-640	Closed	-$224K	–	99
2025 Q4	$224K	Hold	640	–	–	0.12%	91
2025 Q3	$207K	Hold	640	–	–	0.09%	113
2025 Q2	$249K	Hold	640	–	–	0.13%	93
2025 Q1	$278K	Hold	640	–	–	0.15%	90
2024 Q4	$236K	Hold	640	–	–	0.13%	91
2024 Q3	$333K	Hold	640	–	–	0.17%	81
2024 Q2	$347K	Hold	640	–	–	0.21%	72
2024 Q1	$332K	Sell	640 -125	-16%	-$62.2K	0.2%	77
2023 Q4	$361K	Hold	765	–	–	0.24%	70
2023 Q3	$333K	Hold	765	–	–	0.23%	69
2023 Q2	$340K	Hold	765	–	–	0.22%	70
2023 Q1	$352K	Hold	765	–	–	0.25%	63
2022 Q4	$392K	Hold	765	–	–	0.3%	60
2022 Q3	$347K	Hold	765	–	–	0.28%	64
2022 Q2	$369K	Hold	765	–	–	0.27%	66
2022 Q1	$376K	Hold	765	–	–	0.24%	76
2021 Q4	$355K	Hold	765	–	–	0.17%	93
2021 Q3	$285K	Hold	765	–	–	0.16%	95
2021 Q2	$292K	Buy	765 +125	+20%	+$47.8K	0.18%	88
2021 Q1	$230K	Buy	+640	New	+$206K	0.22%	78

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

Ridgecrest Wealth Partners's ELV Position: Q2 2026 in Review

Ridgecrest Wealth Partners opened a new position in Elevance Health (ELV) in Q2 2026: 640 shares worth $248K. The stake represents 0.12% of the portfolio and ranks #92 among its holdings. This is a return to the name: Ridgecrest Wealth Partners previously reported a position in ELV as recently as Q4 2025.

Ridgecrest Wealth Partners first reported a position in ELV in Q1 2021 and has held it in 21 quarters since. The position peaked at $392K in Q4 2022. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Ridgecrest Wealth Partners held 640 shares of Elevance Health worth $248K as of Q2 2026.
Elevance Health was a new Ridgecrest Wealth Partners position in Q2 2026.
Elevance Health made up 0.12% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #92 holding.
Ridgecrest Wealth Partners first reported a position in Elevance Health in Q1 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's Elevance Health position peaked at $392K in Q4 2022.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.