Simplicity Wealth’s Elevance Health ELV Stock Holding History

Simplicity Wealth’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	$740K	Buy	1,914 +947	+98%	+$351K	0.03%	516
2026 Q1	$283K	Sell	967 -253	-21%	-$83.2K	0.02%	612
2025 Q4	$428K	Buy	1,220 +203	+20%	+$68.6K	0.03%	472
2025 Q3	$329K	Sell	1,017 -4,549	-82%	-$1.41M	0.02%	536
2025 Q2	$2.16M	Buy	5,566 +2,144	+63%	+$862K	0.09%	207
2025 Q1	$1.49M	Buy	+3,422	New	+$1.37M	0.12%	194
2024 Q4	–	Sell	-2,300	Closed	-$1.2M	–	394
2024 Q3	$1.2M	Sell	2,300 -22,607	-91%	-$12.1M	0.11%	167
2024 Q2	$13.5M	Buy	24,907 +616	+3%	+$326K	0.31%	62
2024 Q1	$12.6M	Buy	+24,291	New	+$12.1M	0.3%	64

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Simplicity Wealth's ELV Position: Q2 2026 in Review

Simplicity Wealth increased its Elevance Health (ELV) stake by 98% in Q2 2026, buying an estimated $351K and bringing the position to 1,914 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #516.

Simplicity Wealth first reported a position in ELV in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.5M in Q2 2024. 990 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Simplicity Wealth held 1,914 shares of Elevance Health worth $740K as of Q2 2026.
Simplicity Wealth bought 947 Elevance Health shares in Q2 2026, an estimated $351K.
Elevance Health made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #516 holding.
Simplicity Wealth first reported a position in Elevance Health in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Elevance Health position peaked at $13.5M in Q2 2024.
990 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.