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Savvy Advisors Inc’s Elevance Health ELV Stock Holding History

Savvy Advisors Inc’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 		$732K Buy
1,892
+879
+87% +$326K 0.02% 644
2026
Q1 		$297K Buy
1,013
+34
+3% +$11.2K 0.01% 881
2025
Q4 		$343K Buy
979
+30
+3% +$10.1K 0.01% 720
2025
Q3 		$307K Buy
949
+139
+17% +$43.2K 0.01% 610
2025
Q2 		$315K Buy
+810
New +$326K 0.02% 476
2025
Q1 		– Sell
-1,187
Closed -$438K – 522
2024
Q4 		$438K Buy
1,187
+446
+60% +$187K 0.05% 261
2024
Q3 		$385K Buy
+741
New +$396K 0.08% 215

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's ELV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Elevance Health (ELV) stake by 87% in Q2 2026, buying an estimated $326K and bringing the position to 1,892 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #644.

Savvy Advisors Inc first reported a position in ELV in Q3 2024 and has held it in 7 quarters since. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Savvy Advisors Inc held 1,892 shares of Elevance Health worth $732K as of Q2 2026.
  • Savvy Advisors Inc bought 879 Elevance Health shares in Q2 2026, an estimated $326K.
  • Elevance Health made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #644 holding.
  • Savvy Advisors Inc first reported a position in Elevance Health in Q3 2024 and has held it in 7 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.