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SYM Financial Corp’s Elevance Health ELV Stock Holding History

SYM Financial Corp’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 		$265K Buy
+686
New +$254K 0.02% 288
2026
Q1 		– Sell
-725
Closed -$254K – 427
2025
Q4 		$254K Buy
+725
New +$245K 0.03% 269
2025
Q2 		– Sell
-493
Closed -$214K – 431
2025
Q1 		$214K Buy
+493
New +$198K 0.03% 248

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

SYM Financial Corp's ELV Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Elevance Health (ELV) in Q2 2026: 686 shares worth $265K. The stake represents 0.02% of the portfolio and ranks #288 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in ELV as recently as Q4 2025.

SYM Financial Corp first reported a position in ELV in Q1 2025 and has held it in 3 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • SYM Financial Corp held 686 shares of Elevance Health worth $265K as of Q2 2026.
  • Elevance Health was a new SYM Financial Corp position in Q2 2026.
  • Elevance Health made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #288 holding.
  • SYM Financial Corp first reported a position in Elevance Health in Q1 2025 and has held it in 3 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.