Rise Advisors’s Elevance Health ELV Stock Holding History

Rise Advisors’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	$219K	Buy	+566	New	+$210K	0.06%	97
2025 Q4	–	Sell	-559	Closed	-$181K	–	515
2025 Q3	$181K	Buy	559 +1	+0.2%	+$311	0.06%	102
2025 Q2	$217K	Buy	558 +10	+2%	+$4.02K	0.09%	92
2025 Q1	$238K	Buy	548 +422	+335%	+$169K	0.11%	78
2024 Q4	$46.4K	Buy	126 +1	+0.8%	+$418	0.02%	245
2024 Q3	$65.1K	Hold	125	–	–	0.03%	197
2024 Q2	$67.6K	Buy	125 +1	+0.8%	+$529	0.04%	192
2024 Q1	$64.5K	Buy	124 +117	+1,671%	+$58.2K	0.03%	191
2023 Q4	$3.15K	Hold	7	–	–	﹤0.01%	422
2023 Q3	$2.9K	Hold	7	–	–	﹤0.01%	425
2023 Q2	$2.95K	Hold	7	–	–	﹤0.01%	472
2023 Q1	$3.04K	Hold	7	–	–	﹤0.01%	516
2022 Q4	$3.38K	Hold	7	–	–	﹤0.01%	497
2022 Q3	$3K	Hold	7	–	–	﹤0.01%	493
2022 Q2	$3K	Hold	7	–	–	﹤0.01%	500
2022 Q1	$3K	Hold	7	–	–	﹤0.01%	480
2021 Q4	$3.02K	Buy	+7	New	+$2.94K	﹤0.01%	475

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

Rise Advisors's ELV Position: Q2 2026 in Review

Rise Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 566 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings. This is a return to the name: Rise Advisors previously reported a position in ELV as recently as Q3 2025.

Rise Advisors first reported a position in ELV in Q4 2021 and has held it in 17 quarters since. The position peaked at $238K in Q1 2025. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Rise Advisors held 566 shares of Elevance Health worth $219K as of Q2 2026.
Elevance Health was a new Rise Advisors position in Q2 2026.
Elevance Health made up 0.06% of Rise Advisors's portfolio in Q2 2026, its #97 holding.
Rise Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 17 quarters since.
Rise Advisors's Elevance Health position peaked at $238K in Q1 2025.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.