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SIMA Wealth Partners’s Elevance Health ELV Stock Holding History

SIMA Wealth Partners’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 		$13.9K Hold
36
– – 0.01% 107
2026
Q1 		$10.5K Hold
36
– – 0.01% 112
2025
Q4 		$12.6K Hold
36
– – 0.01% 106
2025
Q3 		$11.6K Hold
36
– – 0.01% 118
2025
Q2 		$14K Hold
36
– – 0.01% 112
2025
Q1 		$15.7K Hold
36
– – 0.01% 125
2024
Q4 		$13.3K Hold
36
– – 0.01% 134
2024
Q3 		$18.7K Hold
36
– – 0.02% 111
2024
Q2 		$19.5K Buy
+36
New +$19K 0.02% 110

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

SIMA Wealth Partners's ELV Position: Q2 2026 in Review

SIMA Wealth Partners held its Elevance Health (ELV) position steady in Q2 2026 at 36 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #107.

SIMA Wealth Partners first reported a position in ELV in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.5K in Q2 2024. 1,593 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • SIMA Wealth Partners held 36 shares of Elevance Health worth $13.9K as of Q2 2026.
  • SIMA Wealth Partners left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • SIMA Wealth Partners first reported a position in Elevance Health in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Elevance Health position peaked at $19.5K in Q2 2024.
  • 1,593 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.