TWM
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Trueblood Wealth Management’s Elevance Health ELV Stock Holding History

Trueblood Wealth Management’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 		$927K Buy
2,397
+15
+0.6% +$5.56K 0.32% 100
2026
Q1 		$697K Buy
2,382
+14
+0.6% +$4.6K 0.27% 115
2025
Q4 		$830K Buy
2,368
+12
+0.5% +$4.05K 0.32% 98
2025
Q3 		$761K Sell
2,356
-7
-0.3% -$2.18K 0.3% 106
2025
Q2 		$919K Sell
2,363
-1
-0% -$402 0.38% 85
2025
Q1 		$1.03M Hold
2,364
– – 0.48% 71
2024
Q4 		$872K Sell
2,364
-213
-8% -$89.1K 0.43% 74
2024
Q3 		$1.34M Buy
2,577
+106
+4% +$56.6K 0.67% 39
2024
Q2 		$1.34M Buy
2,471
+35
+1% +$18.5K 0.76% 30
2024
Q1 		$1.26M Buy
2,436
+34
+1% +$16.9K 0.72% 37
2023
Q4 		$1.13M Buy
+2,402
New +$1.11M 0.71% 38

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

Trueblood Wealth Management's ELV Position: Q2 2026 in Review

Trueblood Wealth Management increased its Elevance Health (ELV) stake by 0.63% in Q2 2026, buying an estimated $5.56K and bringing the position to 2,397 shares worth $927K. The position accounts for 0.32% of the portfolio, ranked #100.

Trueblood Wealth Management first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Trueblood Wealth Management held 2,397 shares of Elevance Health worth $927K as of Q2 2026.
  • Trueblood Wealth Management bought 15 Elevance Health shares in Q2 2026, an estimated $5.56K.
  • Elevance Health made up 0.32% of Trueblood Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Trueblood Wealth Management first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Elevance Health position peaked at $1.34M in Q3 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.