SwitchPoint Financial Planning’s Elevance Health ELV Stock Holding History

SwitchPoint Financial Planning’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 Q1	$214K	Buy	733 +7	+1%	+$2.3K	0.15%	63
2025 Q4	$254K	Buy	726 +24	+3%	+$8.11K	0.18%	53
2025 Q3	$227K	Sell	702 -2	-0.3%	-$622	0.16%	58
2025 Q2	$274K	Buy	704 +9	+1%	+$3.62K	0.22%	47
2025 Q1	$302K	Buy	695 +5	+0.7%	+$2.01K	0.29%	38
2024 Q4	$255K	Buy	+690	New	+$289K	0.24%	40

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SwitchPoint Financial Planning's ELV Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Elevance Health (ELV) stake by 0.96% in Q1 2026, buying an estimated $2.3K and bringing the position to 733 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #63.

SwitchPoint Financial Planning first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $302K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

SwitchPoint Financial Planning held 733 shares of Elevance Health worth $214K as of Q1 2026.
SwitchPoint Financial Planning bought 7 Elevance Health shares in Q1 2026, an estimated $2.3K.
Elevance Health made up 0.15% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #63 holding.
SwitchPoint Financial Planning first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
SwitchPoint Financial Planning's Elevance Health position peaked at $302K in Q1 2025.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.