SFP
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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
Q2 		$285K Buy
738
+5
+0.7% +$1.85K 0.16% 54
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
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

SwitchPoint Financial Planning's ELV Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Elevance Health (ELV) stake by 0.68% in Q2 2026, buying an estimated $1.85K and bringing the position to 738 shares worth $285K. The position accounts for 0.16% of the portfolio, ranked #54.

SwitchPoint Financial Planning first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $302K in Q1 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • SwitchPoint Financial Planning held 738 shares of Elevance Health worth $285K as of Q2 2026.
  • SwitchPoint Financial Planning bought 5 Elevance Health shares in Q2 2026, an estimated $1.85K.
  • Elevance Health made up 0.16% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #54 holding.
  • SwitchPoint Financial Planning first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • SwitchPoint Financial Planning's Elevance Health position peaked at $302K in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.