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Sunrise Financial Services’s Elevance Health ELV Stock Holding History

Sunrise Financial Services’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 		$3.48K Hold
9
– – ﹤0.01% 321
2026
Q1 		$2.63K Hold
9
– – ﹤0.01% 359
2025
Q4 		$3.15K Buy
+9
New +$3.04K ﹤0.01% 301

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Sanders Capital
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
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Artisan Partners
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Invesco
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Sunrise Financial Services's ELV Position: Q2 2026 in Review

Sunrise Financial Services held its Elevance Health (ELV) position steady in Q2 2026 at 9 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Sunrise Financial Services first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Sunrise Financial Services held 9 shares of Elevance Health worth $3.48K as of Q2 2026.
  • Sunrise Financial Services left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #321 holding.
  • Sunrise Financial Services first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.