Ritter Daniher Financial Advisory’s Elevance Health ELV Stock Holding History

Ritter Daniher Financial Advisory’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	$949K	Sell	2,453 -248	-9%	-$92K	0.14%	76
2026 Q1	$791K	Sell	2,701 -207	-7%	-$68K	0.13%	79
2025 Q4	$1.02M	Sell	2,908 -292	-9%	-$98.7K	0.17%	69
2025 Q3	$1.03M	Buy	3,200 +2,278	+247%	+$709K	0.18%	66
2025 Q2	$359K	Hold	922	–	–	0.09%	64
2025 Q1	$401K	Hold	922	–	–	0.11%	58
2024 Q4	$340K	Hold	922	–	–	0.1%	62
2024 Q3	$479K	Hold	922	–	–	0.14%	49
2024 Q2	$500K	Sell	922 -20	-2%	-$10.6K	0.16%	47
2024 Q1	$488K	Hold	942	–	–	0.16%	48
2023 Q4	$444K	Buy	942 +740	+366%	+$342K	0.16%	49
2023 Q3	$88K	Hold	202	–	–	0.04%	113
2023 Q2	$89.7K	Hold	202	–	–	0.04%	108
2023 Q1	$92.9K	Hold	202	–	–	0.04%	104
2022 Q4	$104K	Hold	202	–	–	0.05%	100
2022 Q3	$92K	Hold	202	–	–	0.07%	93
2022 Q2	$97K	Hold	202	–	–	0.07%	88
2022 Q1	$99K	Hold	202	–	–	0.07%	83
2021 Q4	$94K	Hold	202	–	–	0.06%	89
2021 Q3	$75K	Hold	202	–	–	0.05%	94
2021 Q2	$77K	Hold	202	–	–	0.06%	87
2021 Q1	$73K	Hold	202	–	–	0.06%	83
2020 Q4	$65K	Buy	+202	New	+$62K	0.06%	79

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

Ritter Daniher Financial Advisory's ELV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Elevance Health (ELV) stake by 9.2% in Q2 2026, selling an estimated $92K and leaving 2,453 shares worth $949K. The position accounts for 0.14% of the portfolio, ranked #76.

Ritter Daniher Financial Advisory first reported a position in ELV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q3 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Ritter Daniher Financial Advisory held 2,453 shares of Elevance Health worth $949K as of Q2 2026.
Ritter Daniher Financial Advisory sold 248 Elevance Health shares in Q2 2026, an estimated $92K.
Elevance Health made up 0.14% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #76 holding.
Ritter Daniher Financial Advisory first reported a position in Elevance Health in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Elevance Health position peaked at $1.03M in Q3 2025.
1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.