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Tranquilli Financial Advisor’s Elevance Health ELV Stock Holding History

Tranquilli Financial Advisor’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 		$602K Buy
2,055
+422
+26% +$139K 0.35% 69
2025
Q4 		$572K Buy
1,633
+48
+3% +$16.2K 0.33% 69
2025
Q3 		$512K Sell
1,585
-183
-10% -$56.9K 0.3% 74
2025
Q2 		$688K Buy
1,768
+223
+14% +$89.7K 0.43% 57
2025
Q1 		$672K Buy
1,545
+158
+11% +$63.4K 0.43% 54
2024
Q4 		$512K Buy
1,387
+171
+14% +$71.6K 0.32% 66
2024
Q3 		$632K Sell
1,216
-5
-0.4% -$2.67K 0.4% 58
2024
Q2 		$653K Sell
1,221
-8
-0.7% -$4.23K 0.44% 57
2024
Q1 		$637K Sell
1,229
-141
-10% -$70.1K 0.43% 57
2023
Q4 		$646K Sell
1,370
-108
-7% -$49.9K 0.46% 46
2023
Q3 		$644K Buy
1,478
+798
+117% +$362K 0.46% 44
2023
Q2 		$302K Buy
680
+125
+23% +$57.7K 0.21% 76
2023
Q1 		$255K Buy
555
+41
+8% +$19.5K 0.19% 74
2022
Q4 		$264K Buy
+514
New +$261K 0.2% 75

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Tranquilli Financial Advisor's ELV Position: Q1 2026 in Review

Tranquilli Financial Advisor increased its Elevance Health (ELV) stake by 26% in Q1 2026, buying an estimated $139K and bringing the position to 2,055 shares worth $602K. The position accounts for 0.35% of the portfolio, ranked #69.

Tranquilli Financial Advisor first reported a position in ELV in Q4 2022 and has held it in 14 quarters since. The position peaked at $688K in Q2 2025. 1,464 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Tranquilli Financial Advisor held 2,055 shares of Elevance Health worth $602K as of Q1 2026.
  • Tranquilli Financial Advisor bought 422 Elevance Health shares in Q1 2026, an estimated $139K.
  • Elevance Health made up 0.35% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #69 holding.
  • Tranquilli Financial Advisor first reported a position in Elevance Health in Q4 2022 and has held it in 14 quarters since.
  • Tranquilli Financial Advisor's Elevance Health position peaked at $688K in Q2 2025.
  • 1,464 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.