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Symphony Financial’s Elevance Health ELV Stock Holding History

Symphony Financial’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 		$283K Buy
729
+36
+5% +$13.4K 0.03% 276
2026
Q1 		$202K Buy
+693
New +$228K 0.03% 308
2025
Q4 		– Sell
-763
Closed -$245K – 295
2025
Q3 		$245K Sell
763
-1,868
-71% -$581K 0.03% 244
2025
Q2 		$256K Buy
+2,631
New +$1.06M 0.03% 219
2025
Q1 		– Sell
-590
Closed -$230K – 131
2024
Q4 		$230K Buy
+590
New +$247K 0.04% 207

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

Symphony Financial's ELV Position: Q2 2026 in Review

Symphony Financial increased its Elevance Health (ELV) stake by 5.2% in Q2 2026, buying an estimated $13.4K and bringing the position to 729 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #276.

Symphony Financial first reported a position in ELV in Q4 2024 and has held it in 5 quarters since. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Symphony Financial held 729 shares of Elevance Health worth $283K as of Q2 2026.
  • Symphony Financial bought 36 Elevance Health shares in Q2 2026, an estimated $13.4K.
  • Elevance Health made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #276 holding.
  • Symphony Financial first reported a position in Elevance Health in Q4 2024 and has held it in 5 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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