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SmartHarvest Portfolios’s Elevance Health ELV Stock Holding History

SmartHarvest Portfolios’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 		$313K Buy
+810
New +$300K 0.1% 223
2026
Q1 		– Sell
-952
Closed -$334K – 405
2025
Q4 		$334K Buy
+952
New +$322K 0.12% 191

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

SmartHarvest Portfolios's ELV Position: Q2 2026 in Review

SmartHarvest Portfolios opened a new position in Elevance Health (ELV) in Q2 2026: 810 shares worth $313K. The stake represents 0.1% of the portfolio and ranks #223 among its holdings. This is a return to the name: SmartHarvest Portfolios previously reported a position in ELV as recently as Q4 2025.

SmartHarvest Portfolios first reported a position in ELV in Q4 2025 and has held it in 2 quarters since. The position peaked at $334K in Q4 2025. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • SmartHarvest Portfolios held 810 shares of Elevance Health worth $313K as of Q2 2026.
  • Elevance Health was a new SmartHarvest Portfolios position in Q2 2026.
  • Elevance Health made up 0.1% of SmartHarvest Portfolios's portfolio in Q2 2026, its #223 holding.
  • SmartHarvest Portfolios first reported a position in Elevance Health in Q4 2025 and has held it in 2 quarters since.
  • SmartHarvest Portfolios's Elevance Health position peaked at $334K in Q4 2025.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.