RWM
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Ritholtz Wealth Management’s Elevance Health ELV Stock Holding History

Ritholtz 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 		$940K Buy
2,430
+266
+12% +$98.6K 0.01% 640
2026
Q1 		$633K Sell
2,164
-790
-27% -$260K 0.01% 700
2025
Q4 		$1.04M Sell
2,954
-180
-6% -$60.8K 0.02% 515
2025
Q3 		$1.01M Buy
3,134
+110
+4% +$34.2K 0.02% 499
2025
Q2 		$1.18M Sell
3,024
-59
-2% -$23.7K 0.03% 423
2025
Q1 		$1.34M Buy
3,083
+2,004
+186% +$804K 0.04% 335
2024
Q4 		$398K Sell
1,079
-2,198
-67% -$920K 0.01% 623
2024
Q3 		$1.7M Sell
3,277
-1,192
-27% -$637K 0.05% 261
2024
Q2 		$2.42M Sell
4,469
-34
-0.8% -$18K 0.08% 165
2024
Q1 		$2.34M Buy
4,503
+64
+1% +$31.8K 0.08% 167
2023
Q4 		$2.09M Sell
4,439
-824
-16% -$381K 0.08% 161
2023
Q3 		$2.29M Buy
5,263
+1,833
+53% +$831K 0.1% 120
2023
Q2 		$1.52M Buy
3,430
+404
+13% +$186K 0.07% 184
2023
Q1 		$1.39M Sell
3,026
-1,593
-34% -$758K 0.07% 187
2022
Q4 		$2.37M Sell
4,619
-1,343
-23% -$682K 0.13% 111
2022
Q3 		$2.71M Buy
5,962
+1,787
+43% +$855K 0.14% 95
2022
Q2 		$2.02M Buy
4,175
+835
+25% +$413K 0.13% 88
2022
Q1 		$1.64M Buy
3,340
+2,218
+198% +$1.01M 0.11% 116
2021
Q4 		$520K Buy
1,122
+346
+45% +$146K 0.03% 294
2021
Q3 		$289K Buy
776
+22
+3% +$8.36K 0.02% 376
2021
Q2 		$288K Buy
+754
New +$288K 0.02% 374

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

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

Ritholtz Wealth Management increased its Elevance Health (ELV) stake by 12% in Q2 2026, buying an estimated $98.6K and bringing the position to 2,430 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #640.

Ritholtz Wealth Management first reported a position in ELV in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.71M in Q3 2022. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Ritholtz Wealth Management held 2,430 shares of Elevance Health worth $940K as of Q2 2026.
  • Ritholtz Wealth Management bought 266 Elevance Health shares in Q2 2026, an estimated $98.6K.
  • Elevance Health made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Ritholtz Wealth Management first reported a position in Elevance Health in Q2 2021 and has held it in 21 quarters since.
  • Ritholtz Wealth Management's Elevance Health position peaked at $2.71M in Q3 2022.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.