Rik Saylor Financial’s Elevance Health ELV Stock Holding History

Rik Saylor Financial’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	$264K	Buy	+683	New	+$253K	0.18%	81
2026 Q1	–	Sell	-680	Closed	-$238K	–	86
2025 Q4	$238K	Hold	680	–	–	0.17%	78
2025 Q3	$220K	Hold	680	–	–	0.16%	79
2025 Q2	$264K	Buy	680 +70	+11%	+$28.2K	0.2%	77
2025 Q1	$265K	Hold	610	–	–	0.23%	70
2024 Q4	$225K	Buy	+610	New	+$255K	0.21%	74

Other funds holding ELV

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rik Saylor Financial's ELV Position: Q2 2026 in Review

Rik Saylor Financial opened a new position in Elevance Health (ELV) in Q2 2026: 683 shares worth $264K. The stake represents 0.18% of the portfolio and ranks #81 among its holdings. This is a return to the name: Rik Saylor Financial previously reported a position in ELV as recently as Q4 2025.

Rik Saylor Financial first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $265K in Q1 2025. 789 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Rik Saylor Financial held 683 shares of Elevance Health worth $264K as of Q2 2026.
Elevance Health was a new Rik Saylor Financial position in Q2 2026.
Elevance Health made up 0.18% of Rik Saylor Financial's portfolio in Q2 2026, its #81 holding.
Rik Saylor Financial first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
Rik Saylor Financial's Elevance Health position peaked at $265K in Q1 2025.
789 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.